Safe Harbor Family Capital LLC Buys New Shares in Schwab Fundamental U.S. Large Company ETF $FNDX

Safe Harbor Family Capital LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 126,145 shares of the company’s stock, valued at approximately $3,432,000. Schwab Fundamental U.S. Large Company ETF comprises 3.0% of Safe Harbor Family Capital LLC’s holdings, making the stock its 7th largest position.

Other institutional investors also recently bought and sold shares of the company. Legacy Financial Strategies LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 1.1% during the 4th quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock worth $1,001,000 after purchasing an additional 385 shares during the period. Midland Wealth Advisors LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 0.6% during the 3rd quarter. Midland Wealth Advisors LLC now owns 66,619 shares of the company’s stock worth $1,752,000 after purchasing an additional 397 shares during the period. Godsey & Gibb Inc. lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 6.2% during the 4th quarter. Godsey & Gibb Inc. now owns 6,793 shares of the company’s stock worth $185,000 after purchasing an additional 399 shares during the period. Assetmark Inc. lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 2.7% during the 4th quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock worth $420,000 after purchasing an additional 408 shares during the period. Finally, Atlantic Union Bankshares Corp lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 6.5% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 6,724 shares of the company’s stock worth $177,000 after purchasing an additional 412 shares during the period.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.8%

Shares of Schwab Fundamental U.S. Large Company ETF stock traded up $0.23 during trading hours on Thursday, reaching $29.90. 500,451 shares of the company’s stock were exchanged, compared to its average volume of 6,108,761. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $22.83 and a 52-week high of $29.91. The firm has a market capitalization of $25.72 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. The company has a fifty day moving average of $28.55 and a 200-day moving average of $27.81.

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.