NYSEArca - Delayed Quote USD

Schwab Fundamental U.S. Large Company ETF (FNDX)

24.64 +0.22 (+0.90%)
At close: 4:00 PM EST
24.33 -0.31 (-1.28%)
After hours: 4:57 PM EST
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DELL
  • Previous Close 24.42
  • Open 24.49
  • Bid 24.03 x 800
  • Ask 24.95 x 4000
  • Day's Range 24.37 - 24.70
  • 52 Week Range 19.46 - 70.22
  • Volume 1,342,110
  • Avg. Volume 1,146,521
  • Net Assets 17B
  • NAV 24.41
  • PE Ratio (TTM) 6.68
  • Yield 1.73%
  • YTD Daily Total Return 19.86%
  • Beta (5Y Monthly) 0.92
  • Expense Ratio (net) 0.25%

The fund normally will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the U.S. companies in the RAFI Global Equity Investable Universe.

Schwab ETFs

Fund Family

Large Value

Fund Category

17B

Net Assets

2013-08-15

Inception Date

Performance Overview: FNDX

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Trailing returns as of 11/20/2024. Category is Large Value.

YTD Return

FNDX
19.86%
Category
14.80%
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1-Year Return

FNDX
27.73%
Category
29.70%
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3-Year Return

FNDX
10.73%
Category
7.47%
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Holdings: FNDX

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Top 10 Holdings (20.55% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 4.50%
MSFT
Microsoft Corporation 2.53%
BRK-B
Berkshire Hathaway Inc. 2.17%
XOM
Exxon Mobil Corporation 1.98%
JPM
JPMorgan Chase & Co. 1.93%
META
Meta Platforms, Inc. 1.88%
AMZN
Amazon.com, Inc. 1.46%
WMT
Walmart Inc. 1.45%
GOOGL
Alphabet Inc. 1.36%
T
AT&T Inc. 1.29%

Sector Weightings

Recent News: FNDX

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Research Reports: FNDX

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