216,291 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Bought by Baker Ellis Asset Management LLC

Baker Ellis Asset Management LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 216,291 shares of the company’s stock, valued at approximately $6,807,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in FNDX. Plan A Wealth LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.6% during the 2nd quarter. Plan A Wealth LLC now owns 22,772 shares of the company’s stock valued at $708,000 after acquiring an additional 361 shares in the last quarter. Capital Investment Counsel LLC grew its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% in the 1st quarter. Capital Investment Counsel LLC now owns 13,457 shares of the company’s stock valued at $375,000 after buying an additional 381 shares during the last quarter. Sax Wealth Advisors LLC increased its position in Schwab Fundamental U.S. Large Company ETF by 0.5% during the 2nd quarter. Sax Wealth Advisors LLC now owns 104,729 shares of the company’s stock valued at $3,257,000 after purchasing an additional 506 shares during the period. Meeder Advisory Services Inc. raised its holdings in Schwab Fundamental U.S. Large Company ETF by 5.1% during the 1st quarter. Meeder Advisory Services Inc. now owns 10,577 shares of the company’s stock worth $295,000 after purchasing an additional 512 shares during the last quarter. Finally, Fifth Third Bancorp lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 5.2% in the 1st quarter. Fifth Third Bancorp now owns 10,839 shares of the company’s stock worth $302,000 after purchasing an additional 536 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of FNDX stock traded down $0.01 during mid-day trading on Wednesday, hitting $32.35. The company’s stock had a trading volume of 3,555,443 shares, compared to its average volume of 4,467,487. The company’s fifty day simple moving average is $32.27 and its 200-day simple moving average is $31.07. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $25.87 and a 52 week high of $32.85. The company has a market cap of $27.96 billion, a PE ratio of 17.86 and a beta of 0.88.

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.