Foster & Motley Inc. Acquires 102,005 Shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL (FNDF)

Foster & Motley Inc. increased its holdings in shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL (NYSEARCA:FNDF) by 11.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 966,397 shares of the company’s stock after buying an additional 102,005 shares during the quarter. SCHWAB STRATEGI/SCHWAB FUNDAMENTAL accounts for approximately 4.3% of Foster & Motley Inc.’s holdings, making the stock its largest holding. Foster & Motley Inc. owned 0.69% of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL worth $28,944,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Aviance Capital Partners LLC raised its stake in shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 46.6% in the 2nd quarter. Aviance Capital Partners LLC now owns 22,371 shares of the company’s stock valued at $660,000 after purchasing an additional 7,106 shares during the period. Relaxing Retirement Coach raised its stake in shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 21.4% in the 2nd quarter. Relaxing Retirement Coach now owns 402,124 shares of the company’s stock valued at $11,880,000 after purchasing an additional 70,783 shares during the period. Arlington Financial Advisors LLC raised its stake in shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 12.7% in the 2nd quarter. Arlington Financial Advisors LLC now owns 292,349 shares of the company’s stock valued at $8,890,000 after purchasing an additional 32,979 shares during the period. Bank of America Corp DE grew its holdings in shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 5.3% in the 2nd quarter. Bank of America Corp DE now owns 397,079 shares of the company’s stock valued at $11,731,000 after acquiring an additional 19,966 shares in the last quarter. Finally, Mosaic Financial Partners Inc. grew its holdings in shares of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 33.3% in the 2nd quarter. Mosaic Financial Partners Inc. now owns 76,415 shares of the company’s stock valued at $2,257,000 after acquiring an additional 19,083 shares in the last quarter.

Shares of NYSEARCA FNDF opened at $27.62 on Thursday. SCHWAB STRATEGI/SCHWAB FUNDAMENTAL has a fifty-two week low of $26.86 and a fifty-two week high of $32.54.

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Institutional Ownership by Quarter for SCHWAB STRATEGI/SCHWAB FUNDAMENTAL (NYSEARCA:FNDF)

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