Schwab Fundamental U.S. Large Company ETF $FNDX Stock Acquired by Safe Harbor Family Capital LLC

Safe Harbor Family Capital LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 28.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 188,038 shares of the company’s stock after purchasing an additional 42,209 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises 3.9% of Safe Harbor Family Capital LLC’s portfolio, making the stock its 9th largest position. Safe Harbor Family Capital LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $5,918,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in FNDX. Root Financial Partners LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 0.7% in the third quarter. Root Financial Partners LLC now owns 44,101 shares of the company’s stock valued at $1,388,000 after purchasing an additional 308 shares during the period. Asset Advisory Group Inc. lifted its holdings in Schwab Fundamental U.S. Large Company ETF by 0.4% in the 3rd quarter. Asset Advisory Group Inc. now owns 82,013 shares of the company’s stock worth $2,581,000 after buying an additional 342 shares in the last quarter. Nabity Jensen Investment Management Inc lifted its holdings in Schwab Fundamental U.S. Large Company ETF by 0.5% in the 3rd quarter. Nabity Jensen Investment Management Inc now owns 64,971 shares of the company’s stock worth $2,045,000 after buying an additional 347 shares in the last quarter. Plan A Wealth LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 1.6% in the 2nd quarter. Plan A Wealth LLC now owns 22,772 shares of the company’s stock valued at $708,000 after buying an additional 361 shares during the last quarter. Finally, NovaPoint Capital LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 4.6% in the 3rd quarter. NovaPoint Capital LLC now owns 10,321 shares of the company’s stock valued at $325,000 after buying an additional 453 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.2%

Shares of Schwab Fundamental U.S. Large Company ETF stock traded up $0.07 during trading hours on Friday, hitting $32.98. 3,219,309 shares of the company’s stock traded hands, compared to its average volume of 4,452,085. The stock has a 50 day simple moving average of $32.35 and a 200-day simple moving average of $30.76. The company has a market cap of $28.81 billion, a PE ratio of 18.57 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $25.87 and a twelve month high of $33.38.

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.