Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Holdings Raised by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC boosted its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 3.5% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 32,013 shares of the company’s stock after buying an additional 1,071 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,157,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in FNDX. Evergreen Capital Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth $449,000. Mercer Global Advisors Inc. ADV grew its position in Schwab Fundamental U.S. Large Company Index ETF by 6.9% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 42,657 shares of the company’s stock worth $2,388,000 after purchasing an additional 2,753 shares during the last quarter. WealthPlan Investment Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter valued at about $375,000. Harbour Investments Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 24.2% during the 3rd quarter. Harbour Investments Inc. now owns 8,582 shares of the company’s stock valued at $480,000 after acquiring an additional 1,674 shares in the last quarter. Finally, VitalStone Financial LLC boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 178.3% during the 3rd quarter. VitalStone Financial LLC now owns 12,681 shares of the company’s stock valued at $717,000 after acquiring an additional 8,124 shares in the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Price Performance

Shares of FNDX stock opened at $67.15 on Thursday. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $53.32 and a 12-month high of $67.86. The company has a market capitalization of $15.38 billion, a P/E ratio of 17.79 and a beta of 0.84. The firm has a 50-day moving average price of $66.46 and a 200 day moving average price of $64.78.

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.