Budros Ruhlin & Roe Inc. Grows Holdings in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL (NYSEARCA:FNDF)

Budros Ruhlin & Roe Inc. lifted its holdings in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL (NYSEARCA:FNDF) by 12.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 562,060 shares of the company’s stock after purchasing an additional 63,535 shares during the period. SCHWAB STRATEGI/SCHWAB FUNDAMENTAL accounts for approximately 4.7% of Budros Ruhlin & Roe Inc.’s portfolio, making the stock its 7th biggest holding. Budros Ruhlin & Roe Inc. owned 0.45% of SCHWAB STRATEGI/SCHWAB FUNDAMENTAL worth $16,850,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of FNDF. Charles Schwab Investment Advisory Inc. increased its stake in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 12.6% during the first quarter. Charles Schwab Investment Advisory Inc. now owns 69,706,358 shares of the company’s stock valued at $2,089,797,000 after acquiring an additional 7,792,841 shares during the period. Ackerman Capital Advisors LLC bought a new position in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL during the fourth quarter valued at about $33,123,000. Citadel Advisors LLC bought a new position in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL during the fourth quarter valued at about $12,519,000. Arlington Financial Advisors LLC bought a new position in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL during the fourth quarter valued at about $8,201,000. Finally, Ironsides Asset Advisors LLC increased its stake in SCHWAB STRATEGI/SCHWAB FUNDAMENTAL by 176.1% during the first quarter. Ironsides Asset Advisors LLC now owns 358,781 shares of the company’s stock valued at $10,756,000 after acquiring an additional 228,847 shares during the period.

SCHWAB STRATEGI/SCHWAB FUNDAMENTAL opened at $30.43 on Friday, according to Marketbeat. SCHWAB STRATEGI/SCHWAB FUNDAMENTAL has a 1-year low of $27.60 and a 1-year high of $32.54.

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

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