Opes Wealth Management LLC Takes Position in Schwab Fundamental U.S. Broad Market Index ETF (FNDB)

Opes Wealth Management LLC bought a new position in shares of Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 311,093 shares of the company’s stock, valued at approximately $11,697,000. Schwab Fundamental U.S. Broad Market Index ETF makes up 8.5% of Opes Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Opes Wealth Management LLC owned about 4.26% of Schwab Fundamental U.S. Broad Market Index ETF as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in FNDB. TCI Wealth Advisors Inc. purchased a new position in shares of Schwab Fundamental U.S. Broad Market Index ETF in the 4th quarter valued at approximately $54,000. Resources Investment Advisors Inc. purchased a new position in Schwab Fundamental U.S. Broad Market Index ETF during the 4th quarter worth approximately $69,000. Guidant Wealth Advisors purchased a new position in Schwab Fundamental U.S. Broad Market Index ETF during the 1st quarter worth approximately $70,000. Quadrant Capital Group LLC purchased a new position in Schwab Fundamental U.S. Broad Market Index ETF during the 4th quarter worth approximately $157,000. Finally, Aviance Capital Partners LLC purchased a new position in Schwab Fundamental U.S. Broad Market Index ETF during the 4th quarter worth approximately $202,000.

FNDB traded up $0.02 during trading on Friday, reaching $37.25. 417 shares of the company’s stock were exchanged, compared to its average volume of 24,415. Schwab Fundamental U.S. Broad Market Index ETF has a 1 year low of $31.63 and a 1 year high of $40.32.

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)

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