Summit Wealth Group LLC Co. acquired a new position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 20,061 shares of the company’s stock, valued at approximately $546,000.
A number of other hedge funds have also modified their holdings of FNDX. Capital Investment Advisory Services LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after acquiring an additional 615 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth $39,000. Bogart Wealth LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 91.5% in the 3rd quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock worth $43,000 after acquiring an additional 777 shares during the last quarter. First Command Advisory Services Inc. acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth $43,000. Finally, Fifth Third Bancorp acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth $44,000.
Schwab Fundamental U.S. Large Company ETF Stock Up 0.2%
Shares of NYSEARCA FNDX opened at $30.49 on Thursday. The stock has a market capitalization of $26.26 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. The stock’s fifty day simple moving average is $28.77 and its 200 day simple moving average is $28.05. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $23.18 and a 52-week high of $30.53.
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.
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