Signature Estate & Investment Advisors LLC Boosts Stock Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Signature Estate & Investment Advisors LLC raised its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,028,915 shares of the company’s stock after buying an additional 151,765 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up about 4.4% of Signature Estate & Investment Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Signature Estate & Investment Advisors LLC owned approximately 0.97% of Schwab Fundamental U.S. Large Company ETF worth $218,467,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Capital Investment Advisory Services LLC increased its stake in 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 purchasing an additional 615 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth about $39,000. First Command Advisory Services Inc. purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth about $43,000. Fifth Third Bancorp purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth about $44,000. Finally, LGT Financial Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 11,188.2% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock worth $50,000 after purchasing an additional 1,902 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.2%

Shares of FNDX opened at $30.58 on Friday. The business’s 50-day moving average price is $29.00 and its 200 day moving average price is $28.20. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $23.18 and a 1-year high of $30.68. The stock has a market capitalization of $26.34 billion, a P/E ratio of 17.86 and a beta of 0.88.

Schwab Fundamental U.S. Large Company ETF Company 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.