HPIA
Hamilton Point Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54K | Hold |
348
| – | – | ﹤0.01% | 155 |
|
|
2025
Q1 | $8.22K | Hold |
348
| – | – | ﹤0.01% | 150 |
|
|
2024
Q4 | $8.24K | Buy |
348
+232
| +200% | +$5.49K | ﹤0.01% | 152 |
|
|
2024
Q3 | $8.32K | Hold |
116
| – | – | ﹤0.01% | 154 |
|
|
2024
Q2 | $7.81K | Hold |
116
| – | – | ﹤0.01% | 139 |
|
|
2024
Q1 | $7.82K | Hold |
116
| – | – | ﹤0.01% | 144 |
|
|
2023
Q4 | $7.19K | Buy |
+116
| New | +$7.19K | ﹤0.01% | 149 |
|