Lee Financial Co purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) in the 3rd quarter, Holdings Channel.com reports. The firm purchased 2,198,333 shares of the company’s stock, valued at approximately $69,182,000. Schwab Fundamental U.S. Large Company ETF accounts for approximately 8.7% of Lee Financial Co’s investment portfolio, making the stock its 3rd largest position.
Several other large investors have also recently made changes to their positions in the company. Capital Advantage Inc. boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 19.6% in the 2nd quarter. Capital Advantage Inc. now owns 214,467 shares of the company’s stock valued at $6,670,000 after purchasing an additional 35,081 shares during the last quarter. Prairiewood Capital LLC grew its stake in shares of Schwab Fundamental U.S. Large Company ETF by 5.0% in the 1st quarter. Prairiewood Capital LLC now owns 1,914,777 shares of the company’s stock valued at $53,327,000 after buying an additional 90,716 shares during the period. InTrack Investment Management Inc grew its stake in shares of Schwab Fundamental U.S. Large Company ETF by 321.1% in the 2nd quarter. InTrack Investment Management Inc now owns 61,589 shares of the company’s stock valued at $1,915,000 after buying an additional 46,962 shares during the period. Avidian Wealth Enterprises LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the 3rd quarter worth approximately $3,013,000. Finally, Certified Advisory Corp increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 5.5% during the 1st quarter. Certified Advisory Corp now owns 882,278 shares of the company’s stock worth $24,571,000 after buying an additional 45,724 shares during the last quarter.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of NYSEARCA FNDX opened at $32.52 on Friday. The company has a market capitalization of $28.15 billion, a P/E ratio of 17.86 and a beta of 0.88. The company has a 50 day simple moving average of $32.28 and a 200-day simple moving average of $31.15. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $25.87 and a 1 year high of $32.85.
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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