Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Acquired by Northland Capital Management LLC

Northland Capital Management LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 0.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 133,808 shares of the company’s stock after purchasing an additional 723 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up about 6.3% of Northland Capital Management LLC’s portfolio, making the stock its 6th largest holding. Northland Capital Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $9,017,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the stock. Valeo Financial Advisors LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 3.5% in the 1st quarter. Valeo Financial Advisors LLC now owns 32,013 shares of the company’s stock valued at $2,157,000 after purchasing an additional 1,071 shares during the last quarter. Verum Partners LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 28.3% in the 1st quarter. Verum Partners LLC now owns 146,298 shares of the company’s stock valued at $9,859,000 after purchasing an additional 32,254 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.6% in the 1st quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 442,401 shares of the company’s stock valued at $29,813,000 after purchasing an additional 6,899 shares during the last quarter. Steele Capital Management Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 2.8% in the 1st quarter. Steele Capital Management Inc. now owns 1,972,119 shares of the company’s stock valued at $132,901,000 after purchasing an additional 53,726 shares during the last quarter. Finally, Fifth Third Securities Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 13.0% in the 1st quarter. Fifth Third Securities Inc. now owns 25,410 shares of the company’s stock valued at $1,712,000 after purchasing an additional 2,925 shares during the last quarter.

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

Shares of Schwab Fundamental U.S. Large Company Index ETF stock remained flat at $67.15 during trading on Wednesday. 386,913 shares of the company were exchanged, compared to its average volume of 476,029. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $53.32 and a 52 week high of $67.86. The company has a fifty day moving average price of $66.42 and a 200 day moving average price of $64.76. The company has a market cap of $15.38 billion, a price-to-earnings 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.