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Highline Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Highline Wealth Partners’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
2026
Q2 		$20.5M Buy
659,630
+110,718
+20% +$3.34M 4.16% 8
2026
Q1 		$15.3M Buy
548,912
+162,863
+42% +$4.62M 3.9% 7
2025
Q4 		$10.5M Buy
386,049
+9,719
+3% +$260K 2.96% 9
2025
Q3 		$9.9M Buy
376,330
+13,164
+4% +$334K 2.66% 9
2025
Q2 		$8.91M Buy
363,166
+59,167
+19% +$1.38M 2.64% 10
2025
Q1 		$7.18M Buy
303,999
+114,841
+61% +$2.78M 2.42% 12
2024
Q4 		$4.48M Buy
189,158
+69,698
+58% +$1.69M 1.46% 19
2024
Q3 		$2.86M Buy
119,460
+109,485
+1,098% +$2.52M 0.96% 27
2024
Q2 		$223K Buy
9,975
+7,002
+236% +$154K 0.08% 95
2024
Q1 		$66.8K Buy
+2,973
New +$63.2K 0.03% 123

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highline Wealth Partners's FNDX Position: Q2 2026 in Review

Highline Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 20% in Q2 2026, buying an estimated $3.34M and bringing the position to 659,630 shares worth $20.5M. The position accounts for 4.16% of the portfolio, ranked #8.

Highline Wealth Partners first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Highline Wealth Partners held 659,630 shares of Schwab Fundamental US Large Company Index ETF worth $20.5M as of Q2 2026.
  • Highline Wealth Partners bought 110,718 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.34M.
  • Schwab Fundamental US Large Company Index ETF made up 4.16% of Highline Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Highline Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.