Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by AE Wealth Management LLC

AE Wealth Management LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report) by 28.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 58,633 shares of the company’s stock after purchasing an additional 13,026 shares during the period. AE Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $3,376,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. ZRC Wealth Management LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.2% during the second quarter. ZRC Wealth Management LLC now owns 209,994 shares of the company’s stock valued at $12,392,000 after acquiring an additional 12,211 shares during the period. Relative Value Partners Group LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 3.3% during the first quarter. Relative Value Partners Group LLC now owns 13,703 shares of the company’s stock worth $753,000 after acquiring an additional 434 shares during the period. Strategies Wealth Advisors LLC acquired a new position in Schwab Fundamental U.S. Large Company Index ETF during the first quarter worth about $249,000. Atomi Financial Group Inc. acquired a new position in Schwab Fundamental U.S. Large Company Index ETF during the first quarter worth about $226,000. Finally, Arete Wealth Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the first quarter valued at $749,000.

Schwab Fundamental U.S. Large Company Index ETF Stock Down 1.4 %

FNDX opened at $56.60 on Friday. The firm has a market cap of $11.42 billion, a PE ratio of 15.88 and a beta of 1.00. The business has a fifty day simple moving average of $58.33 and a 200-day simple moving average of $56.32. Schwab Fundamental U.S. Large Company Index ETF has a fifty-two week low of $47.50 and a fifty-two week high of $59.97.

Schwab Fundamental U.S. Large Company Index 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.

Recommended Stories

Want to see what other hedge funds are holding FNDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report).

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

Receive News & Ratings for Schwab Fundamental U.S. Large Company Index ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Large Company Index ETF and related companies with MarketBeat.com's FREE daily email newsletter.