Schwab Fundamental U.S. Large Company ETF $FNDX is Fortis Capital Advisors LLC’s 4th Largest Position

Fortis Capital Advisors LLC trimmed its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 2.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,241,457 shares of the company’s stock after selling 27,350 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for 5.4% of Fortis Capital Advisors LLC’s portfolio, making the stock its 4th largest holding. Fortis Capital Advisors LLC owned approximately 0.16% of Schwab Fundamental U.S. Large Company ETF worth $30,465,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Woodside Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the first quarter valued at $25,000. Bridge Generations Wealth Management LLC grew its stake in Schwab Fundamental U.S. Large Company ETF by 171.2% during the first quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after acquiring an additional 738 shares in the last quarter. Key Financial Inc grew its stake in Schwab Fundamental U.S. Large Company ETF by 79.5% during the first quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after acquiring an additional 596 shares in the last quarter. Dagco Inc. purchased a new position in Schwab Fundamental U.S. Large Company ETF during the first quarter valued at $33,000. Finally, JFS Wealth Advisors LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the first quarter valued at $44,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX opened at $26.52 on Friday. The stock has a market capitalization of $20.63 billion, a price-to-earnings ratio of 17.86 and a beta of 1.00. The company has a fifty day moving average of $25.64 and a 200 day moving average of $24.30. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $20.41 and a fifty-two week high of $26.66.

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.