EP Wealth Advisors LLC Has $841,000 Stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

EP Wealth Advisors LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 66.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 12,474 shares of the company’s stock after acquiring an additional 4,990 shares during the quarter. EP Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $841,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Freestone Capital Holdings LLC grew its stake in Schwab Fundamental U.S. Large Company Index ETF by 39.9% in the 1st quarter. Freestone Capital Holdings LLC now owns 8,000 shares of the company’s stock valued at $539,000 after buying an additional 2,283 shares during the last quarter. CreativeOne Wealth LLC boosted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 3.3% during the first quarter. CreativeOne Wealth LLC now owns 7,443 shares of the company’s stock valued at $502,000 after acquiring an additional 239 shares during the period. O Shaughnessy Asset Management LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 91.7% in the first quarter. O Shaughnessy Asset Management LLC now owns 2,891 shares of the company’s stock worth $195,000 after purchasing an additional 1,383 shares during the period. Aufman Associates Inc lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 24.4% during the 1st quarter. Aufman Associates Inc now owns 4,799 shares of the company’s stock worth $323,000 after purchasing an additional 942 shares during the last quarter. Finally, Ironwood Investment Counsel LLC boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 10.3% during the 1st quarter. Ironwood Investment Counsel LLC now owns 80,539 shares of the company’s stock valued at $5,428,000 after purchasing an additional 7,491 shares during the period.

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

Shares of FNDX traded up $0.96 during mid-day trading on Friday, hitting $68.85. The company’s stock had a trading volume of 378,233 shares, compared to its average volume of 471,484. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $53.32 and a one year high of $70.06. The stock’s 50-day moving average is $67.29 and its two-hundred day moving average is $65.50. The firm has a market capitalization of $15.77 billion, a PE ratio of 17.79 and a beta of 0.84.

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.