239,738 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Acquired by BFI Wealth Solutions LLC

BFI Wealth Solutions LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 239,738 shares of the company’s stock, valued at approximately $6,523,000. Schwab Fundamental U.S. Large Company ETF makes up about 6.2% of BFI Wealth Solutions LLC’s investment portfolio, making the stock its 2nd largest holding.

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

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of NYSEARCA FNDX opened at $31.05 on Friday. The stock’s 50-day simple moving average is $30.25 and its 200-day simple moving average is $28.83. The firm has a market capitalization of $26.74 billion, a PE ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $23.89 and a fifty-two week high of $31.56.

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.