Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) is Legend Financial Advisors Inc.’s 5th Largest Position

Legend Financial Advisors Inc. boosted its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 196.3% in the 4th quarter, Holdings Channel reports. The firm owned 408,425 shares of the company’s stock after buying an additional 270,589 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF accounts for approximately 6.8% of Legend Financial Advisors Inc.’s portfolio, making the stock its 5th biggest position. Legend Financial Advisors Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $9,672,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Savant Capital LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 6.0% during the 2nd quarter. Savant Capital LLC now owns 32,484 shares of the company’s stock valued at $2,176,000 after acquiring an additional 1,835 shares in the last quarter. Strategic Financial Concepts LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the second quarter worth about $6,398,000. Ausdal Financial Partners Inc. purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the 2nd quarter valued at approximately $434,000. Cahill Financial Advisors Inc. boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 2.2% in the 2nd quarter. Cahill Financial Advisors Inc. now owns 379,763 shares of the company’s stock worth $25,437,000 after purchasing an additional 8,160 shares in the last quarter. Finally, FRG Family Wealth Advisors LLC grew its position in Schwab Fundamental U.S. Large Company Index ETF by 7.0% during the 2nd quarter. FRG Family Wealth Advisors LLC now owns 42,106 shares of the company’s stock worth $2,779,000 after purchasing an additional 2,750 shares during the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.4 %

Shares of NYSEARCA FNDX traded down $0.09 during midday trading on Tuesday, reaching $23.78. The company had a trading volume of 1,737,649 shares, compared to its average volume of 1,860,437. The business’s 50-day simple moving average is $24.33 and its 200 day simple moving average is $23.58. The stock has a market cap of $5.45 billion, a P/E ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 1 year low of $20.21 and a 1 year high of $25.17.

About Schwab Fundamental U.S. Large Company Index 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.