Valeo Financial Advisors LLC Acquires 1,071 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Valeo Financial Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 3.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 32,013 shares of the company’s stock after purchasing an additional 1,071 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,157,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Bradley & Co. Private Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth $25,000. Able Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth $28,000. Johnson Financial Group Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 262.2% in the 4th quarter. Johnson Financial Group Inc. now owns 536 shares of the company’s stock valued at $33,000 after acquiring an additional 388 shares during the period. Tidemark LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter valued at $36,000. Finally, Sound Income Strategies LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 232.1% in the 1st quarter. Sound Income Strategies LLC now owns 651 shares of the company’s stock valued at $44,000 after acquiring an additional 455 shares during the period.

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

Shares of NYSEARCA:FNDX opened at $67.15 on Thursday. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $53.32 and a 12-month high of $67.86. The business’s fifty day simple moving average is $66.46 and its 200-day simple moving average is $64.78. The company has a market capitalization of $15.38 billion, a PE ratio of 17.79 and a beta of 0.84.

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.