Collective Family Office LLC Has $12.22 Million Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

Collective Family Office LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 7.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 392,961 shares of the company’s stock after purchasing an additional 27,714 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up about 2.5% of Collective Family Office LLC’s investment portfolio, making the stock its 12th largest position. Collective Family Office LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $12,221,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Revolve Wealth Partners LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth about $719,000. AQR Capital Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at about $739,000. Jane Street Group LLC raised its stake in shares of Schwab Fundamental U.S. Large Company ETF by 39.9% in the first quarter. Jane Street Group LLC now owns 88,523 shares of the company’s stock worth $2,090,000 after acquiring an additional 25,267 shares during the last quarter. Baird Financial Group Inc. raised its stake in shares of Schwab Fundamental U.S. Large Company ETF by 2.5% in the second quarter. Baird Financial Group Inc. now owns 26,919 shares of the company’s stock worth $661,000 after acquiring an additional 645 shares during the last quarter. Finally, Qube Research & Technologies Ltd raised its stake in shares of Schwab Fundamental U.S. Large Company ETF by 6,798.4% in the second quarter. Qube Research & Technologies Ltd now owns 17,039 shares of the company’s stock worth $418,000 after acquiring an additional 16,792 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.8%

Shares of FNDX stock opened at $31.99 on Tuesday. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $24.49 and a 1 year high of $32.01. The firm’s 50 day moving average is $31.24 and its 200-day moving average is $29.71. The firm has a market capitalization of $26.97 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.