HIC
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Hartline Investment Corp’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hartline Investment Corp’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-125,172
Closed -$2.81M – 219
2024
Q1 		$2.81M Buy
+125,172
New +$2.66M 0.5% 42

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SCM
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CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Hartline Investment Corp's FNDX Position: Q2 2024 in Review

Hartline Investment Corp sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2024, closing a stake of 125,172 shares — an estimated $2.81M sold.

Hartline Investment Corp first reported a position in FNDX in Q1 2024 and held it in 1 quarter. The position peaked at $2.81M in Q1 2024. 536 funds tracked by Wall St. Rank hold FNDX as of Q2 2024.

  • Hartline Investment Corp reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 125,172 Schwab Fundamental US Large Company Index ETF shares in Q2 2024, an estimated $2.81M.
  • Hartline Investment Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Schwab Fundamental US Large Company Index ETF position peaked at $2.81M in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.