Schwab Fundamental U.S. Large Company ETF (FNDX) Investment Research Dashboard
About Schwab Fundamental U.S. Large Company ETF (FNDX) stock analysis
Get live FNDX stock price $31.73, comprehensive Schwab Fundamental U.S. Large Company ETF stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time FNDX stock data and investment insights.
Loading chart data...
Schwab Fundamental U.S. Large Company ETF (FNDX) Overview
Schwab Fundamental U.S. Large Company ETF (FNDX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, FNDX trades at $31.73 with a market capitalization of 26.10B . Over the past 52 weeks, FNDX has traded between $24.27 and $31.78 , with the current price positioned at approximately 99% of this rang...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 26.10B
- Current price: $31.73
- 52-week range: $24.27 - $31.78
- P/E ratio: 21.76
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
FNDX uses fundamental screens (sales, cash flow, dividends, and buybacks) to scope out large-cap US companies. The top 87.5% of the companies by cumulative fundamental score are included in the index. It then weights them accordingly. Index weights a...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 3000 Schwab Way
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Growth-oriented company with premium valuation (P/E: 21.8)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Schwab Fundamental U.S. Large Company ETF shareholders
- ⚠Market volatility can significantly impact stock price, especially for mid-cap stocks
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Schwab Fundamental U.S. Large Company ETF
- ⚠Investors should consider how Schwab Fundamental U.S. Large Company ETF fits within their overall portfolio allocation
Market Cap
26.10B
P/E Ratio (TTM)
21.76
Beta
0.82
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare FNDX with peer companies:
- Price
- $66.68+1.30% (1D)
- Market cap
- 18.08B
- Price
- $62.08-2.43% (1D)
- Market cap
- 29.74B
- Price
- $89.46-2.31% (1D)
- Market cap
- 21.20B
- Price
- $37.54+0.03% (1D)
- Market cap
- 9.39B
- Price
- $52.60-0.86% (1D)
- Market cap
- 23.83B
- Price
- $74.27-1.81% (1D)
- Market cap
- 22.50B
- Price
- $137.08-0.31% (1D)
- Market cap
- 19.75B
- Price
- $158.07+0.93% (1D)
- Market cap
- 21.71B
- Price
- $132.55+0.52% (1D)
- Market cap
- 23.31B
- Price
- $45.81+0.30% (1D)
- Market cap
- 22.88B
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.8% | +2.0% | 19.2 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.1 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 25.0 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.5 | 50/100⭐⭐⭐ |
| Utilities | -1.8% | -0.7% | -5.2% | 27.5 | 37/100⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.3% | -0.5% | -10.6% | 30.4 | 22/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.