Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Purchased by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 203.1% in the fourth quarter, Holdings Channel reports. The firm owned 89,189 shares of the company’s stock after purchasing an additional 59,768 shares during the period. Valeo Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,112,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of FNDX. CWM LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 14.8% in the third quarter. CWM LLC now owns 8,800 shares of the company’s stock valued at $631,000 after purchasing an additional 1,135 shares during the period. Creative Planning raised its position in Schwab Fundamental U.S. Large Company Index ETF by 1.7% during the 3rd quarter. Creative Planning now owns 440,284 shares of the company’s stock worth $31,595,000 after buying an additional 7,538 shares during the last quarter. SeaCrest Wealth Management LLC lifted its stake in Schwab Fundamental U.S. Large Company Index ETF by 20.1% during the 3rd quarter. SeaCrest Wealth Management LLC now owns 4,240 shares of the company’s stock valued at $304,000 after acquiring an additional 710 shares during the period. Aspiriant LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter worth $215,000. Finally, KMG Fiduciary Partners LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the third quarter worth $1,404,000.

Schwab Fundamental U.S. Large Company Index ETF Stock Performance

NYSEARCA:FNDX opened at $24.81 on Friday. The firm’s fifty day moving average is $24.24 and its two-hundred day moving average is $23.93. The firm has a market cap of $5.68 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $21.11 and a one year high of $25.17.

Schwab Fundamental U.S. Large Company Index 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.