Certified Advisory Corp Raises Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

Certified Advisory Corp grew its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 882,278 shares of the company’s stock after acquiring an additional 45,724 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for approximately 2.2% of Certified Advisory Corp’s portfolio, making the stock its 4th largest holding. Certified Advisory Corp’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $24,571,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Charles Schwab Investment Management Inc. boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 1.0% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 413,443,221 shares of the company’s stock worth $11,249,790,000 after purchasing an additional 4,241,879 shares during the last quarter. Captrust Financial Advisors grew its position in Schwab Fundamental U.S. Large Company ETF by 25.7% in the 4th quarter. Captrust Financial Advisors now owns 21,393,347 shares of the company’s stock worth $582,113,000 after purchasing an additional 4,370,263 shares in the last quarter. TradeWell Securities LLC. purchased a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at about $346,153,000. Boulay Financial Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 4.0% in the 4th quarter. Boulay Financial Advisors LLC now owns 9,126,260 shares of the company’s stock valued at $248,326,000 after buying an additional 353,656 shares during the last quarter. Finally, Keybank National Association OH increased its stake in Schwab Fundamental U.S. Large Company ETF by 32,896.7% in the 4th quarter. Keybank National Association OH now owns 8,291,741 shares of the company’s stock valued at $225,618,000 after buying an additional 8,266,612 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Down 0.4%

Schwab Fundamental U.S. Large Company ETF stock opened at $30.98 on Wednesday. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $24.11 and a 52 week high of $31.56. The company’s 50 day moving average price is $30.39 and its two-hundred day moving average price is $28.91. The stock has a market cap of $26.68 billion, a P/E ratio of 17.86 and a beta of 0.87.

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.