Highline Wealth Partners LLC Schwab Fundamental U S Large C Transaction History

Highline Wealth Partners LLC

$372 Billion
Q3 2025

A detailed history of Highline Wealth Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Highline Wealth Partners LLC holds 376,330 shares of FNDX stock, worth $9.8 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

376,330

Previous 363,166 3.62%

Holding current value

$9.8 Million

Previous $8.91 Billion 11.06%

% of portfolio

2.66%

Previous 2.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$24.38 - $26.34 $320,938 - $346,739	13,164 Added 3.62%	376,330 $9.9 Billion
Q2 2025 Jul 16, 2025	BUY	$20.84 - $24.54 $1.23 Million - $1.45 Million	59,167 Added 19.46%	363,166 $8.91 Billion
Q1 2025 Apr 17, 2025	BUY	$23.03 - $25.01 $2.64 Million - $2.87 Million	114,841 Added 60.71%	303,999 $7.18 Billion
Q4 2024 Jan 10, 2025	BUY	$23.49 - $71.77 $3.51 Million - $10.7 Million	149,338 Added 375.03%	189,158 $4.48 Billion
Q3 2024 Oct 25, 2024	BUY	$65.36 - $71.76 $2.6 Million - $2.86 Million	39,820 New	39,820 $2.86 Billion
Q2 2024 Oct 28, 2024	SELL	$63.87 - $67.55 $2.33 Million - $2.47 Million	-36,495 Reduced 91.65%	3,325 $223 Million
Q1 2024 Oct 28, 2024	SELL	$60.89 - $67.39 $2.36 Million - $2.62 Million	-38,829 Reduced 97.51%	991 $66.8 Million

Others Institutions Holding FNDX

# of Institutions

740

Shares Held

623M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Highline Wealth Partners LLC Schwab Fundamental U S Large C Transaction History