Strata Wealth Advisors LLC Decreases Stock Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Strata Wealth Advisors LLC cut its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 12.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 568,853 shares of the company’s stock after selling 80,818 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for about 3.9% of Strata Wealth Advisors LLC’s portfolio, making the stock its 7th largest holding. Strata Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $14,961,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Colonial Trust Co SC increased its stake in Schwab Fundamental U.S. Large Company ETF by 90.5% in the third quarter. Colonial Trust Co SC now owns 29,793 shares of the company’s stock valued at $784,000 after acquiring an additional 14,151 shares during the last quarter. Glassman Wealth Services boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.0% in the 3rd quarter. Glassman Wealth Services now owns 4,666,432 shares of the company’s stock valued at $122,727,000 after purchasing an additional 45,211 shares in the last quarter. Lowery Thomas LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 5.9% in the 3rd quarter. Lowery Thomas LLC now owns 371,865 shares of the company’s stock valued at $9,780,000 after purchasing an additional 20,596 shares in the last quarter. Clearstead Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 219.0% in the 3rd quarter. Clearstead Advisors LLC now owns 4,785 shares of the company’s stock valued at $126,000 after purchasing an additional 3,285 shares during the last quarter. Finally, Journey Advisory Group LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.3% during the 3rd quarter. Journey Advisory Group LLC now owns 262,071 shares of the company’s stock worth $6,892,000 after buying an additional 885 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.6%

Shares of FNDX stock opened at $28.95 on Wednesday. The business has a fifty day simple moving average of $28.18 and a 200 day simple moving average of $26.98. The company has a market cap of $23.99 billion, a P/E ratio of 17.86 and a beta of 0.93. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $20.41 and a twelve month high of $29.37.

About Schwab Fundamental U.S. Large Company ETF

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.