Kingswood Wealth Advisors LLC Purchases 994 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Kingswood Wealth Advisors LLC raised its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 5.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,984 shares of the company’s stock after purchasing an additional 994 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $1,272,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at about $25,000. Geneos Wealth Management Inc. increased its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 276.0% during the first quarter. Geneos Wealth Management Inc. now owns 391 shares of the company’s stock valued at $26,000 after buying an additional 287 shares during the period. Able Wealth Management LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the fourth quarter valued at about $28,000. Palisade Asset Management LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the first quarter valued at about $30,000. Finally, Johnson Financial Group Inc. grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 262.2% in the fourth quarter. Johnson Financial Group Inc. now owns 536 shares of the company’s stock worth $33,000 after purchasing an additional 388 shares during the period.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.2 %

FNDX traded down $0.12 during midday trading on Wednesday, reaching $65.87. The company’s stock had a trading volume of 523,128 shares, compared to its average volume of 479,466. The firm has a market capitalization of $15.08 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 1 year low of $53.32 and a 1 year high of $70.06. The stock’s 50-day moving average is $67.47 and its 200-day moving average is $65.91.

Schwab Fundamental U.S. Large Company Index 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.