Schwab Fundamental U.S. Large Company ETF $FNDX Stock Holdings Lessened by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC lowered its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 4.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 873,054 shares of the company’s stock after selling 43,800 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for 3.4% of Pasadena Private Wealth LLC’s investment portfolio, making the stock its 6th largest holding. Pasadena Private Wealth LLC owned 0.10% of Schwab Fundamental U.S. Large Company ETF worth $24,315,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Resources Management Corp CT ADV bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth $27,000. Keenan LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter valued at about $27,000. Capital Investment Advisory Services LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% during the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock valued at $37,000 after purchasing an additional 615 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter valued at about $39,000. Finally, RHL Group LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth about $41,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $30.98 on Monday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $24.27 and a fifty-two week high of $31.56. The firm’s 50-day simple moving average is $30.51 and its 200 day simple moving average is $28.99. The stock has a market cap of $26.68 billion, a PE ratio of 17.86 and a beta of 0.87.

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.