25,316 Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Kestra Advisory Services LLC

Kestra Advisory Services LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 7.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 368,293 shares of the company’s stock after purchasing an additional 25,316 shares during the quarter. Kestra Advisory Services LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $11,590,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in FNDX. Root Financial Partners LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.7% during the 3rd quarter. Root Financial Partners LLC now owns 44,101 shares of the company’s stock valued at $1,388,000 after acquiring an additional 308 shares in the last quarter. Asset Advisory Group Inc. raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.4% during the third quarter. Asset Advisory Group Inc. now owns 82,013 shares of the company’s stock worth $2,581,000 after acquiring an additional 342 shares in the last quarter. Nabity Jensen Investment Management Inc raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.5% during the third quarter. Nabity Jensen Investment Management Inc now owns 64,971 shares of the company’s stock worth $2,045,000 after acquiring an additional 347 shares in the last quarter. Plan A Wealth LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 1.6% during the second quarter. Plan A Wealth LLC now owns 22,772 shares of the company’s stock valued at $708,000 after purchasing an additional 361 shares during the last quarter. Finally, NovaPoint Capital LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 4.6% during the third quarter. NovaPoint Capital LLC now owns 10,321 shares of the company’s stock valued at $325,000 after purchasing an additional 453 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 2.0%

FNDX opened at $32.75 on Tuesday. The stock has a fifty day moving average price of $32.32 and a 200 day moving average price of $30.67. 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 market cap of $28.57 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.

Schwab Fundamental U.S. Large Company 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.