Legend Financial Advisors Inc. Has $9.67 Million Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Legend Financial Advisors Inc. increased its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 196.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 408,425 shares of the company’s stock after purchasing an additional 270,589 shares during the period. Schwab Fundamental U.S. Large Company Index ETF accounts for 6.8% of Legend Financial Advisors Inc.’s portfolio, making the stock its 5th largest holding. Legend Financial Advisors Inc. owned 0.18% of Schwab Fundamental U.S. Large Company Index ETF worth $9,672,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of FNDX. Captrust Financial Advisors increased its position in Schwab Fundamental U.S. Large Company Index ETF by 7.2% in the third quarter. Captrust Financial Advisors now owns 4,641,312 shares of the company’s stock worth $333,059,000 after purchasing an additional 313,382 shares during the last quarter. Signature Estate & Investment Advisors LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 18.6% in the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 3,196,535 shares of the company’s stock worth $229,383,000 after buying an additional 501,854 shares in the last quarter. McAdam LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.0% in the 3rd quarter. McAdam LLC now owns 2,916,821 shares of the company’s stock worth $209,311,000 after buying an additional 165,937 shares in the last quarter. Steele Capital Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.5% in the 3rd quarter. Steele Capital Management Inc. now owns 1,985,873 shares of the company’s stock worth $142,506,000 after buying an additional 9,950 shares during the last quarter. Finally, Cornerstone Planning Group LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter valued at about $93,978,000.

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

FNDX traded down $0.09 on Tuesday, hitting $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 fifty day simple moving average is $24.33 and its 200 day simple moving average is $23.58. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $20.21 and a 12-month high of $25.17. The company has a market cap of $5.45 billion, a PE ratio of 17.79 and a beta of 0.84.

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.