GRIMES & Co WEALTH MANAGEMENT LLC Makes New $565,000 Investment in Schwab Fundamental U.S. Large Company ETF $FNDX

GRIMES & Co WEALTH MANAGEMENT LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 17,938 shares of the company’s stock, valued at approximately $565,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Next Level Wealth Planning LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter worth about $26,000. Certified Advisory Corp raised its position in Schwab Fundamental U.S. Large Company ETF by 7.1% in the 3rd quarter. Certified Advisory Corp now owns 1,049,620 shares of the company’s stock valued at $33,032,000 after buying an additional 69,800 shares during the last quarter. Welch Group LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at approximately $721,000. Woodmont Investment Counsel LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at approximately $292,000. Finally, Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in Schwab Fundamental U.S. Large Company ETF by 0.7% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,540,238 shares of the company’s stock valued at $48,471,000 after acquiring an additional 10,023 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 1.9%

NYSEARCA:FNDX opened at $33.19 on Thursday. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $25.87 and a twelve month high of $33.21. The business has a 50 day moving average price of $32.33 and a two-hundred day moving average price of $30.60. The company has a market cap of $28.88 billion, a P/E ratio of 17.86 and a beta of 0.87.

Schwab Fundamental U.S. Large Company ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

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