Strata Wealth Advisors LLC Acquires 40,146 Shares of Schwab Fundamental U.S. Large Company ETF $FNDX

Strata Wealth Advisors LLC lifted its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 7.2% during the first quarter, HoldingsChannel.com reports. The firm owned 594,200 shares of the company’s stock after purchasing an additional 40,146 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for 4.5% of Strata Wealth Advisors LLC’s portfolio, making the stock its 6th biggest position. Strata Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $16,548,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. TradeWell Securities LLC. acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at $346,153,000. Keybank National Association OH grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 32,896.7% in the 4th quarter. Keybank National Association OH now owns 8,291,741 shares of the company’s stock valued at $225,618,000 after acquiring an additional 8,266,612 shares in the last quarter. Captrust Financial Advisors grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 25.7% in the 4th quarter. Captrust Financial Advisors now owns 21,393,347 shares of the company’s stock valued at $582,113,000 after acquiring an additional 4,370,263 shares in the last quarter. Charles Schwab Investment Management Inc. increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 1.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 413,443,221 shares of the company’s stock valued at $11,249,790,000 after acquiring an additional 4,241,879 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 3,064.0% in the fourth quarter. Bank of New York Mellon Corp now owns 2,528,667 shares of the company’s stock valued at $68,805,000 after acquiring an additional 2,448,747 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX traded up $0.03 on Tuesday, hitting $31.39. 450,923 shares of the company were exchanged, compared to its average volume of 5,320,204. The stock’s fifty day moving average is $30.73 and its 200-day moving average is $29.15. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $24.27 and a 12 month high of $31.56. The company has a market cap of $26.19 billion, a PE ratio of 17.86 and a beta of 0.87.

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.