Schwab Fundamental U.S. Large Company ETF $FNDX Stock Position Trimmed by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC lessened its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 4.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 873,054 shares of the company’s stock after selling 43,800 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for 3.4% of Pasadena Private Wealth LLC’s investment portfolio, making the stock its 6th largest position. Pasadena Private Wealth LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $24,315,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Blueprint Investment Partners LLC boosted its stake in Schwab Fundamental U.S. Large Company ETF by 28.4% in the third quarter. Blueprint Investment Partners LLC now owns 194,577 shares of the company’s stock valued at $5,117,000 after acquiring an additional 43,090 shares during the last quarter. Burk Holdings LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the 3rd quarter worth approximately $489,000. Capital Advantage Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 48.2% during the 4th quarter. Capital Advantage Inc. now owns 149,125 shares of the company’s stock worth $4,058,000 after purchasing an additional 48,529 shares during the last quarter. Blair William & Co. IL raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 164.8% in the 3rd quarter. Blair William & Co. IL now owns 74,293 shares of the company’s stock worth $1,954,000 after purchasing an additional 46,236 shares during the period. Finally, Foguth Wealth Management LLC. bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth approximately $4,500,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $30.98 on Monday. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $24.27 and a 12 month high of $31.56. The business’s 50 day simple moving average is $30.51 and its 200 day simple moving average is $28.99. The company has a market cap of $26.68 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.

About Schwab Fundamental U.S. Large Company ETF

The Schwab Fundamental U.S. Large Company Index ETF (FNDX) is an exchange-traded fund that is based on the Russell RAFI Large Company US index. The fund tracks a fundamentally selected and weighted Russell index based on sales, cash flow and dividends\u002Fbuybacks. FNDX was launched on Aug 15, 2013 and is managed by Charles Schwab.