Arlington Financial Advisors LLC lessened its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 1.6% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 377,760 shares of the company’s stock after selling 6,119 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises approximately 1.5% of Arlington Financial Advisors LLC’s portfolio, making the stock its 19th largest position. Arlington Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $9,270,000 at the end of the most recent reporting period.
Other institutional investors have also recently added to or reduced their stakes in the company. Woodside Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at approximately $25,000. Bridge Generations Wealth Management LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 171.2% in the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after buying an additional 738 shares during the period. Key Financial Inc boosted its position in Schwab Fundamental U.S. Large Company ETF by 79.5% in the 1st quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after buying an additional 596 shares during the period. Dagco Inc. purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at approximately $33,000. Finally, JFS Wealth Advisors LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at approximately $44,000.
Schwab Fundamental U.S. Large Company ETF Stock Up 0.8%
Shares of FNDX stock opened at $26.18 on Wednesday. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $20.41 and a 52 week high of $26.66. The stock has a market capitalization of $20.57 billion, a PE ratio of 17.86 and a beta of 1.00. The firm has a 50 day moving average of $25.84 and a two-hundred day moving average of $24.43.
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.
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