How have FNDX shares performed in 2023?

Schwab Fundamental U.S. Large Company Index ETF's stock was trading at $53.44 at the start of the year. Since then, FNDX shares have increased by 11.6% and is now trading at $59.65. View the best growth stocks for 2023 here .

What does FNDX invest in?

Schwab Fundamental U.S. Large Company Index ETF is a equity fund issued by Charles Schwab. FNDX focuses on large cap investments and follows the Russell Fundamental U.S. Large Company Index. The fund's investments total to approximately $12.63 billion assets under management.

What stocks does Schwab Fundamental U.S. Large Company Index ETF hold?

FNDX invests in 737 holdings. Some of the stocks in their portfolio include Apple (AAPL) , Microsoft (MSFT) , JPMorgan Chase & Co. (JPM) , Meta Platforms (META) , Exxon Mobil (XOM) , Intel (INTC) , AT&T (T) , Amazon.com (AMZN) , Verizon Communications (VZ) and Walmart (WMT) .

What is the management fee for Schwab Fundamental U.S. Large Company Index ETF?

Schwab Fundamental U.S. Large Company Index ETF's management fee is 0.25% and has no other recorded expenses or fee waivers. The net expense ratio for FNDX is 0.25%.

What other stocks do shareholders of Schwab Fundamental U.S. Large Company Index ETF own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Schwab Fundamental U.S. Large Company Index ETF investors own include AT&T (T) , Alibaba Group (BABA) , iShares MSCI EAFE Min Vol Factor ETF (EFAV) , Schwab US Dividend Equity ETF (SCHD) , Vanguard Small-Cap Value ETF (VBR) , Baidu (BIDU) , BlackRock (BLK) , Enterprise Products Partners (EPD) , Energy Transfer (ET) and Altria Group (MO) .

Who are Schwab Fundamental U.S. Large Company Index ETF's major shareholders?

Schwab Fundamental U.S. Large Company Index ETF's stock is owned by many different retail and institutional investors. Top institutional investors include Charles Schwab Investment Advisory Inc. (61.67%), Signature Estate & Investment Advisors LLC (1.30%), McAdam LLC (1.16%), Northwest Bancshares Inc. (0.99%), Callan Capital LLC (0.54%) and Morgan Stanley (0.48%).

How do I buy shares of Schwab Fundamental U.S. Large Company Index ETF?

Shares of FNDX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull , Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab. Compare Top Brokerages Here .

Schwab Fundamental U.S. Large Company Index ETF (FNDX) Price, Holdings, & News

$59.65

+0.35 (+0.59%)

(As of 05:07 PM ET)

Compare

Today's Range: $59.34
▼
$59.66
50-Day Range: $53.46
▼
$59.53
52-Week Range: $51.90
▼
$59.97

Volume: 453,376 shs
Average Volume: 403,879 shs
Market Capitalization: $12.03 billion

Assets Under Management: $12.63 billion
Dividend Yield: 1.84%
Net Expense Ratio: 0.25%

Stock Analysis Chart Headlines Holdings Ownership Ratings

About Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

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.

FNDX Stock Price History

30 days | 90 days | 365 days | Advanced Chart

FNDX ETF News Headlines

November 24, 2023 | seekingalpha.com

FNDX Schwab Fundamental U.S. Large Company Index ETF

November 4, 2023 | msn.com

FNDX: Tactical Exposure To High-Beta Large Cap, Equally Sported On The Strategic Side

December 11, 2023 | Edge On The Street (Ad)

Is This The Most Overlooked Gold Investment Strategy of 2024?

There is little debate on the potential of gold in the next year and decade. The real issue becomes - what's the best gold investment strategy today? Some investors are opting for a unique "royalty" alternative that outshines other options like holding gold bullion or investing in volatile mining stocks.

October 26, 2023 | msn.com

Schwab survey finds more investors looking to embrace ETFs

September 28, 2023 | msn.com

These funds may be better than the S&P 500 for retirement savers

September 23, 2023 | msn.com

Schwab Fundamental U.S. Large Company Index ETF declares quarterly distribution of $0.2749

September 15, 2023 | finance.yahoo.com

12 Best Large-Cap Value ETFs

June 22, 2023 | seekingalpha.com

Schwab Fundamental U.S. Broad Market Index ETF declares quarterly distribution of $0.2723

December 11, 2023 | Edge On The Street (Ad)

Is This The Most Overlooked Gold Investment Strategy of 2024?

April 13, 2023 | benzinga.com

Schwab Fundamental U.S. Large Company Index ETF (ARCA:FNDX), Quotes and News Summary

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Fund Details

Issuer: Charles Schwab
Fund Name: Schwab Fundamental U.S. Large Company Index ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:FNDX
Inception Date: 8/14/2013
Fund Manager: Christopher Bliss, Ferian Juwono, Sabya Sinha
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: Russell Fundamental U.S. Large Company Index
Category: Size and Style
Focus: Large Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 737

Fund Statistics

Assets Under Management: $12.63 billion
Average Daily Volume: $413,096.30
Discount/Premium: -0.02%

Administrator, Advisor and Custodian

Administrator: Charles Schwab Investment Management, Inc.
Advisor: Charles Schwab Investment Management, Inc.
Custodian: State Street Bank and Trust Company
Distributor: SEI Investments Distribution Co.
Transfer Agent: State Street Bank and Trust Company
Trustee: N/A
Lead Market Maker: Susquehanna

Options

Optionable: N/A
Short Interest: 199,700 shs

Miscellaneous

Outstanding Shares: 201,700,000
Beta: 1.00
Creation Unit: 50,000
Creation Fee: $500.00

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Schwab Fundamental U.S. Large Company Index ETF Expenses

Type	FNDX	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.25%	0.56%	0.53%	0.50%	0.50%
Other Expenses	0.00%	0.30%	0.54%	0.64%	0.57%
Total Expense	0.25%	0.63%	0.69%	0.73%	0.69%
Fee Waiver	0.00%	-0.20%	-0.54%	-0.69%	-0.57%
Net Expense	0.25%	0.60%	0.59%	0.57%	0.57%

Schwab Fundamental U.S. Large Company Index ETF (FNDX) Holdings & Exposure

Top 10 FNDX Holdings

FNDX Sector Exposure

FNDX Industry Exposure

Full Holdings Details

Similar ETFs

Institutional Ownership

View All Institutional Transactions

FNDX ETF - Frequently Asked Questions

How have FNDX shares performed in 2023?: Schwab Fundamental U.S. Large Company Index ETF's stock was trading at $53.44 at the start of the year. Since then, FNDX shares have increased by 11.6% and is now trading at $59.65.
View the best growth stocks for 2023 here.
What does FNDX invest in?: Schwab Fundamental U.S. Large Company Index ETF is a equity fund issued by Charles Schwab. FNDX focuses on large cap investments and follows the Russell Fundamental U.S. Large Company Index. The fund's investments total to approximately $12.63 billion assets under management.
What stocks does Schwab Fundamental U.S. Large Company Index ETF hold?: FNDX invests in 737 holdings. Some of the stocks in their portfolio include Apple (AAPL), Microsoft (MSFT), JPMorgan Chase & Co. (JPM), Meta Platforms (META), Exxon Mobil (XOM), Intel (INTC), AT&T (T), Amazon.com (AMZN), Verizon Communications (VZ) and Walmart (WMT).
What is the management fee for Schwab Fundamental U.S. Large Company Index ETF?: Schwab Fundamental U.S. Large Company Index ETF's management fee is 0.25% and has no other recorded expenses or fee waivers. The net expense ratio for FNDX is 0.25%.

What other stocks do shareholders of Schwab Fundamental U.S. Large Company Index ETF own?: Based on aggregate information from My MarketBeat watchlists, some companies that other Schwab Fundamental U.S. Large Company Index ETF investors own include AT&T (T), Alibaba Group (BABA), iShares MSCI EAFE Min Vol Factor ETF (EFAV), Schwab US Dividend Equity ETF (SCHD), Vanguard Small-Cap Value ETF (VBR), Baidu (BIDU), BlackRock (BLK), Enterprise Products Partners (EPD), Energy Transfer (ET) and Altria Group (MO).
Who are Schwab Fundamental U.S. Large Company Index ETF's major shareholders?: Schwab Fundamental U.S. Large Company Index ETF's stock is owned by many different retail and institutional investors. Top institutional investors include Charles Schwab Investment Advisory Inc. (61.67%), Signature Estate & Investment Advisors LLC (1.30%), McAdam LLC (1.16%), Northwest Bancshares Inc. (0.99%), Callan Capital LLC (0.54%) and Morgan Stanley (0.48%).
How do I buy shares of Schwab Fundamental U.S. Large Company Index ETF?: Shares of FNDX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

This page (NYSEARCA:FNDX) was last updated on 12/11/2023 by MarketBeat.com Staff

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