Schwab Fundamental U.S. Large Company ETF $FNDX Shares Bought by Lowery Thomas LLC

Lowery Thomas LLC grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 371,865 shares of the company’s stock after purchasing an additional 20,596 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for about 5.6% of Lowery Thomas LLC’s portfolio, making the stock its 4th biggest position. Lowery Thomas LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $9,780,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also made changes to their positions in FNDX. Revolve Wealth Partners LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth $719,000. AQR Capital Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter worth about $739,000. Jane Street Group LLC grew its stake in shares of Schwab Fundamental U.S. Large Company ETF by 39.9% during the first quarter. Jane Street Group LLC now owns 88,523 shares of the company’s stock worth $2,090,000 after acquiring an additional 25,267 shares during the last quarter. Carnegie Investment Counsel increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 14.6% during the second quarter. Carnegie Investment Counsel now owns 42,844 shares of the company’s stock valued at $1,051,000 after acquiring an additional 5,453 shares in the last quarter. Finally, Glass Jacobson Investment Advisors llc increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 18.6% during the second quarter. Glass Jacobson Investment Advisors llc now owns 14,749 shares of the company’s stock valued at $362,000 after acquiring an additional 2,310 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.5%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $29.07 on Monday. The company has a 50 day moving average price of $28.12 and a 200 day moving average price of $26.92. The firm has a market capitalization of $24.09 billion, a P/E 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 $29.37.

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.