HWP
Highline Wealth Partners’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 | $8.91M | Buy |
363,166
+59,167
| +19% | +$1.45M | 2.64% | 10 |
|
|
2025
Q1 | $7.18M | Buy |
303,999
+114,841
| +61% | +$2.71M | 2.42% | 12 |
|
|
2024
Q4 | $4.48M | Buy |
189,158
+149,338
| +375% | +$3.54M | 1.46% | 19 |
|
|
2024
Q3 | $2.86M | Buy |
39,820
+36,495
| +1,098% | +$2.62M | 0.96% | 27 |
|
|
2024
Q2 | $223K | Buy |
3,325
+2,334
| +236% | +$156K | 0.08% | 95 |
|
|
2024
Q1 | $66.8K | Buy |
+991
| New | +$66.8K | 0.03% | 123 |
|