Moller Wealth Partners Buys New Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Moller Wealth Partners purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) in the third quarter, HoldingsChannel.com reports. The fund purchased 962,548 shares of the company’s stock, valued at approximately $30,291,000. Schwab Fundamental U.S. Large Company ETF comprises 5.6% of Moller Wealth Partners’ holdings, making the stock its 6th largest position.

Several other large investors have also made changes to their positions in the company. Keybank National Association OH boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 50.2% during the 1st quarter. Keybank National Association OH now owns 12,454,472 shares of the company’s stock worth $346,857,000 after acquiring an additional 4,162,731 shares in the last quarter. Envestnet Asset Management Inc. raised its position in Schwab Fundamental U.S. Large Company ETF by 6.3% during the second quarter. Envestnet Asset Management Inc. now owns 7,039,245 shares of the company’s stock valued at $218,921,000 after purchasing an additional 416,802 shares in the last quarter. Charles Schwab Trust Co raised its position in Schwab Fundamental U.S. Large Company ETF by 12.1% during the second quarter. Charles Schwab Trust Co now owns 3,606,725 shares of the company’s stock valued at $112,169,000 after purchasing an additional 387,946 shares in the last quarter. Cetera Investment Advisers lifted its stake in Schwab Fundamental U.S. Large Company ETF by 2.9% during the first quarter. Cetera Investment Advisers now owns 3,891,438 shares of the company’s stock worth $108,377,000 after purchasing an additional 108,569 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in Schwab Fundamental U.S. Large Company ETF by 0.4% during the first quarter. Bank of America Corp DE now owns 3,144,222 shares of the company’s stock worth $87,567,000 after purchasing an additional 13,371 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of FNDX stock opened at $32.58 on Friday. The stock’s fifty day moving average price is $32.28 and its two-hundred day moving average price is $31.14. The company has a market cap of $28.16 billion, a PE ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $25.87 and a fifty-two week high of $32.85.

Schwab Fundamental U.S. Large Company ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

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