Schwab Fundamental U.S. Large Company ETF $FNDX Stock: Koesten Hirschmann & Crabtree INC. Lowers Stake

Koesten Hirschmann & Crabtree INC. trimmed its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 1.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,663,473 shares of the company’s stock after selling 31,160 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up 21.9% of Koesten Hirschmann & Crabtree INC.’s holdings, making the stock its biggest holding. Koesten Hirschmann & Crabtree INC. owned about 0.19% of Schwab Fundamental U.S. Large Company ETF worth $52,349,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Captrust Financial Advisors boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 25.7% in the fourth 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 during the last quarter. Keybank National Association OH raised its holdings in 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 purchasing an additional 4,162,731 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 6.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 7,039,245 shares of the company’s stock worth $218,921,000 after purchasing an additional 416,802 shares during the period. Cetera Investment Advisers lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% in the 1st 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 period. Finally, Charles Schwab Trust Co lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 12.1% in the 2nd quarter. Charles Schwab Trust Co now owns 3,606,725 shares of the company’s stock worth $112,169,000 after purchasing an additional 387,946 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of NYSEARCA:FNDX traded up $0.07 during trading on Tuesday, reaching $32.36. The stock had a trading volume of 3,407,114 shares, compared to its average volume of 4,472,140. The firm’s fifty day moving average is $32.27 and its 200 day moving average is $31.04. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $25.75 and a 52 week high of $32.85. The stock has a market cap of $27.93 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88.

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.