Compass Financial Group INC SD increased its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 208.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 194,607 shares of the company’s stock after acquiring an additional 131,450 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for about 0.7% of Compass Financial Group INC SD’s investment portfolio, making the stock its 20th biggest holding. Compass Financial Group INC SD’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $6,124,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently modified their holdings of FNDX. Keenan LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth approximately $27,000. Ascentis Independent Advisors purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at about $28,000. Valued Wealth Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at approximately $30,000. Signature Resources Capital Management LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF by 161.1% during the 1st quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock valued at $37,000 after purchasing an additional 812 shares during the last quarter. Finally, Hanson & Doremus Investment Management bought a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $45,000.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of NYSEARCA:FNDX traded up $0.05 during trading on Tuesday, reaching $32.34. 1,109,156 shares of the company were exchanged, compared to its average volume of 4,459,088. The business’s fifty day simple moving average is $32.27 and its 200-day simple moving average is $31.04. The firm has a market capitalization of $27.92 billion, a PE ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a 12-month low of $25.75 and a 12-month high of $32.85.
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.
Featured Articles
- Five stocks we like better than Schwab Fundamental U.S. Large Company ETF
- Surgical Precision, Sustainable Returns: Johnson & Johnson Secures its Cash Flow Runway
- Tesla’s Robotaxi Lands in Paris—But Europe’s Real Fight Is Over Cheap EVs
- IonQ Fell 9% on a $1.3 Billion Deal—Is Wall Street Missing Something?
- JPMorgan Earnings Miss Estimates But Reveal Broad-Based Strength
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 ETF (NYSEARCA:FNDX – Free Report).
Receive News & Ratings for Schwab Fundamental U.S. Large Company 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 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
