Schwab Fundamental U.S. Large Company ETF $FNDX Shares Bought by Northland Capital Management LLC
by Amy Steele · The Cerbat GemNorthland Capital Management LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 28.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 717,032 shares of the company’s stock after acquiring an additional 160,326 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for 10.9% of Northland Capital Management LLC’s portfolio, making the stock its 3rd biggest holding. Northland Capital Management LLC owned about 0.09% of Schwab Fundamental U.S. Large Company ETF worth $19,510,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Burk Holdings LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter valued at approximately $489,000. Capital Advantage Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 48.2% during the fourth quarter. Capital Advantage Inc. now owns 149,125 shares of the company’s stock worth $4,058,000 after buying an additional 48,529 shares during the period. AlphaCore Capital LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF by 5.9% in the 3rd quarter. AlphaCore Capital LLC now owns 3,596,691 shares of the company’s stock worth $94,593,000 after buying an additional 200,122 shares in the last quarter. Blueprint Investment Partners LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF by 28.4% in the 3rd quarter. Blueprint Investment Partners LLC now owns 194,577 shares of the company’s stock worth $5,117,000 after buying an additional 43,090 shares in the last quarter. Finally, Boyce & Associates Wealth Consulting Inc. increased its position in Schwab Fundamental U.S. Large Company ETF by 23.8% in the 3rd quarter. Boyce & Associates Wealth Consulting Inc. now owns 224,918 shares of the company’s stock valued at $5,915,000 after acquiring an additional 43,207 shares during the period.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $27.98 on Friday. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $20.41 and a 1-year high of $29.37. The business’s fifty day moving average price is $28.42 and its two-hundred day moving average price is $27.45. The company has a market capitalization of $23.78 billion, a P/E ratio of 17.86 and a beta of 0.93.
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.