YHB Investment Advisors Inc. Buys New Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

YHB Investment Advisors Inc. purchased a new stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 77,941 shares of the company’s stock, valued at approximately $2,453,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Apella Capital LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF by 26.1% in the 3rd quarter. Apella Capital LLC now owns 46,393 shares of the company’s stock valued at $1,479,000 after buying an additional 9,595 shares in the last quarter. Avidian Wealth Enterprises LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 3rd quarter worth $3,013,000. Tactive Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 9.2% during the 3rd quarter. Tactive Advisors LLC now owns 23,487 shares of the company’s stock valued at $739,000 after acquiring an additional 1,984 shares during the last quarter. Elevation Wealth Partners LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.9% in the third quarter. Elevation Wealth Partners LLC now owns 754,377 shares of the company’s stock valued at $23,740,000 after purchasing an additional 6,427 shares during the period. Finally, Canandaigua National Trust Co of Florida purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the third quarter valued at about $767,000.

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

Schwab Fundamental U.S. Large Company ETF stock traded up $0.10 during midday trading on Thursday, hitting $32.00. 1,840,658 shares of the stock were exchanged, compared to its average volume of 4,480,757. The stock’s 50-day simple moving average is $32.25 and its 200 day simple moving average is $30.95. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $25.67 and a fifty-two week high of $32.85. The stock has a market capitalization of $27.60 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88.

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.