Yanni & Associates Investment Advisors LLC Takes Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Yanni & Associates Investment Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 168,080 shares of the company’s stock, valued at approximately $4,573,000. Schwab Fundamental U.S. Large Company ETF accounts for 4.6% of Yanni & Associates Investment Advisors LLC’s investment portfolio, making the stock its 9th biggest position.

A number of other institutional investors have also modified their holdings of the company. Legacy Financial Strategies LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.1% during the 4th quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock worth $1,001,000 after purchasing an additional 385 shares during the period. Midland Wealth Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.6% during the 3rd quarter. Midland Wealth Advisors LLC now owns 66,619 shares of the company’s stock worth $1,752,000 after purchasing an additional 397 shares during the period. Godsey & Gibb Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 6.2% during the 4th quarter. Godsey & Gibb Inc. now owns 6,793 shares of the company’s stock worth $185,000 after purchasing an additional 399 shares during the period. Assetmark Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 2.7% during the 4th quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock worth $420,000 after purchasing an additional 408 shares during the period. Finally, Atlantic Union Bankshares Corp grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 6.5% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 6,724 shares of the company’s stock worth $177,000 after purchasing an additional 412 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of NYSEARCA:FNDX opened at $30.38 on Tuesday. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $23.18 and a 1 year high of $30.68. The stock has a market capitalization of $26.16 billion, a P/E ratio of 17.86 and a beta of 0.88. The stock has a 50-day simple moving average of $28.87 and a 200-day simple moving average of $28.12.

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.