Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by Ashford Advisors LLC

Ashford Advisors LLC reduced its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 1.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,981,772 shares of the company’s stock after selling 24,267 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up about 11.2% of Ashford Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Ashford Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $48,633,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Woodside Wealth Management LLC bought a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth $25,000. Bridge Generations Wealth Management LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 171.2% during the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock worth $28,000 after acquiring an additional 738 shares during the period. Key Financial Inc increased its stake in Schwab Fundamental U.S. Large Company ETF by 79.5% during the 1st quarter. Key Financial Inc now owns 1,346 shares of the company’s stock worth $32,000 after acquiring an additional 596 shares during the period. Dagco Inc. bought a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth $33,000. Finally, JFS Wealth Advisors LLC bought a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth $44,000.

Schwab Fundamental U.S. Large Company ETF Price Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $26.28 on Friday. The stock’s fifty day moving average price is $25.76 and its two-hundred day moving average price is $24.38. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $26.66. The firm has a market cap of $20.63 billion, a PE ratio of 17.86 and a beta of 1.00.

Schwab Fundamental U.S. Large Company ETF Profile

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.