Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Strata Wealth Advisors LLC

Strata Wealth Advisors LLC raised its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 7.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 594,200 shares of the company’s stock after acquiring an additional 40,146 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up 4.5% of Strata Wealth Advisors LLC’s portfolio, making the stock its 6th largest holding. Strata Wealth Advisors LLC owned about 0.07% of Schwab Fundamental U.S. Large Company ETF worth $16,548,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Revolve Wealth Partners LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at about $719,000. AQR Capital Management LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $739,000. Jane Street Group LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 39.9% in the 1st 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 in the last quarter. Baird Financial Group Inc. boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 2.5% in the 2nd quarter. Baird Financial Group Inc. now owns 26,919 shares of the company’s stock worth $661,000 after acquiring an additional 645 shares in the last quarter. Finally, Qube Research & Technologies Ltd grew its position in Schwab Fundamental U.S. Large Company ETF by 6,798.4% during the 2nd quarter. Qube Research & Technologies Ltd now owns 17,039 shares of the company’s stock worth $418,000 after acquiring an additional 16,792 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.1%

FNDX stock traded up $0.03 during midday trading on Tuesday, reaching $31.39. 450,923 shares of the company’s stock traded hands, compared to its average volume of 5,320,204. The company has a 50-day simple moving average of $30.73 and a two-hundred day simple moving average of $29.15. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $24.27 and a 1-year high of $31.56. The company has a market cap of $26.19 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.

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.