Schwab Fundamental U.S. Large Company ETF $FNDX Stock Holdings Reduced by Sellwood Investment Partners LLC

Sellwood Investment Partners LLC lessened its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 597,165 shares of the company’s stock after selling 19,388 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up about 6.3% of Sellwood Investment Partners LLC’s investment portfolio, making the stock its 6th biggest position. Sellwood Investment Partners LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $15,705,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of FNDX. Townsend Asset Management Corp NC ADV raised its stake in Schwab Fundamental U.S. Large Company ETF by 1.2% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 36,611 shares of the company’s stock worth $898,000 after acquiring an additional 436 shares in the last quarter. Mather Group LLC. boosted its stake in Schwab Fundamental U.S. Large Company ETF by 2.9% in the second quarter. Mather Group LLC. now owns 16,680 shares of the company’s stock valued at $409,000 after acquiring an additional 468 shares in the last quarter. Valley National Advisers Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.9% during the third quarter. Valley National Advisers Inc. now owns 50,998 shares of the company’s stock worth $1,341,000 after purchasing an additional 474 shares during the last quarter. Nabity Jensen Investment Management Inc increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 1.5% during the third quarter. Nabity Jensen Investment Management Inc now owns 36,025 shares of the company’s stock worth $947,000 after purchasing an additional 518 shares in the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 2.0% in the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 27,365 shares of the company’s stock valued at $672,000 after purchasing an additional 546 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 1.5%

Shares of NYSEARCA FNDX opened at $28.23 on Thursday. The business has a 50-day moving average price of $27.31 and a 200 day moving average price of $26.31. The stock has a market cap of $23.18 billion, a PE ratio of 17.86 and a beta of 0.93. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $20.41 and a 52-week high of $28.36.

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.