Aspiring Ventures LLC bought a new stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 70,017 shares of the company’s stock, valued at approximately $1,706,000. Schwab Fundamental U.S. Large Company Index ETF accounts for about 1.1% of Aspiring Ventures LLC’s holdings, making the stock its 14th biggest holding.
Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Bank of Montreal Can raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.0% during the 2nd quarter. Bank of Montreal Can now owns 13,097 shares of the company’s stock worth $882,000 after buying an additional 739 shares in the last quarter. Creative Planning lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 2.7% in the second quarter. Creative Planning now owns 432,746 shares of the company’s stock worth $28,985,000 after acquiring an additional 11,397 shares during the last quarter. Silver Lake Advisory LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the second quarter worth about $914,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 4.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 421,374 shares of the company’s stock valued at $28,224,000 after purchasing an additional 17,478 shares in the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 9.1% during the 2nd quarter. NewEdge Advisors LLC now owns 26,169 shares of the company’s stock valued at $1,753,000 after purchasing an additional 2,187 shares during the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Price Performance
Shares of NYSEARCA:FNDX opened at $24.68 on Friday. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $20.72 and a one year high of $25.17. The company has a market cap of $5.65 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. The firm has a 50 day simple moving average of $24.29 and a 200 day simple moving average of $23.73.
Schwab Fundamental U.S. Large Company Index 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.
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