Yanni & Associates Investment Advisors LLC Makes New Investment in Schwab Fundamental U.S. Large Company ETF $FNDX

Yanni & Associates Investment Advisors LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 168,080 shares of the company’s stock, valued at approximately $4,573,000. Schwab Fundamental U.S. Large Company ETF accounts for approximately 4.6% of Yanni & Associates Investment Advisors LLC’s portfolio, making the stock its 9th biggest holding.

A number of other institutional investors have also made changes to their positions in FNDX. Revolve Wealth Partners LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at approximately $719,000. AQR Capital Management LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at approximately $739,000. Jane Street Group LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 39.9% during the 1st quarter. Jane Street Group LLC now owns 88,523 shares of the company’s stock worth $2,090,000 after purchasing an additional 25,267 shares during the last quarter. Baird Financial Group Inc. lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.5% during the 2nd quarter. Baird Financial Group Inc. now owns 26,919 shares of the company’s stock worth $661,000 after purchasing an additional 645 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 6,798.4% during the second quarter. Qube Research & Technologies Ltd now owns 17,039 shares of the company’s stock worth $418,000 after buying an additional 16,792 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.3%

Shares of NYSEARCA:FNDX opened at $30.38 on Tuesday. The business’s 50 day moving average is $28.87 and its 200-day moving average is $28.12. The firm has a market capitalization of $26.16 billion, a PE ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $23.18 and a 1-year high of $30.68.

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.