42,209 Schwab Fundamental U.S. Large Company ETF $FNDX Shares Acquired by Safe Harbor Family Capital LLC

Safe Harbor Family Capital LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 28.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 188,038 shares of the company’s stock after acquiring an additional 42,209 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises approximately 3.9% of Safe Harbor Family Capital LLC’s holdings, making the stock its 9th biggest holding. Safe Harbor Family Capital LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $5,918,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Next Level Wealth Planning LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $26,000. Richards Merrill & Peterson Inc. purchased a new position in Schwab Fundamental U.S. Large Company ETF in the third quarter valued at about $40,000. Scarborough Advisors LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth about $54,000. First Bancorp Inc ME acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the second quarter worth about $63,000. Finally, TD Waterhouse Canada Inc. acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter worth about $70,000.

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

Shares of FNDX traded up $0.07 during midday trading on Friday, reaching $32.98. 3,219,309 shares of the company were exchanged, compared to its average volume of 4,452,085. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $25.87 and a 1-year high of $33.38. The stock has a 50-day moving average price of $32.35 and a 200-day moving average price of $30.76. The company has a market cap of $28.81 billion, a price-to-earnings ratio of 18.57 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.