Capasso Planning Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Capasso Planning 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 Q1	$1.45M	Sell	52,034 -4,652	-8%	-$132K	0.78%	22
2025 Q4	$1.54M	Sell	56,686 -10,508	-16%	-$281K	0.84%	21
2025 Q3	$1.77M	Sell	67,194 -9,540	-12%	-$242K	1.08%	20
2025 Q2	$1.88M	Sell	76,734 -32,679	-30%	-$760K	1.07%	20
2025 Q1	$2.58M	Sell	109,413 -22,636	-17%	-$547K	1.08%	21
2024 Q4	$3.13M	Sell	132,049 -56,567	-30%	-$1.37M	1.25%	15
2024 Q3	$4.51M	Sell	188,616 -41,949	-18%	-$965K	1.33%	13
2024 Q2	$5.15M	Buy	230,565 +220,254	+2,136%	+$4.86M	1.67%	12
2024 Q1	$232K	Buy	+10,311	New	+$219K	0.1%	101

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capasso Planning Partners's FNDX Position: Q1 2026 in Review

Capasso Planning Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.2% in Q1 2026, selling an estimated $132K and leaving 52,034 shares worth $1.45M. The position accounts for 0.78% of the portfolio, ranked #22.

Capasso Planning Partners first reported a position in FNDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.15M in Q2 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Capasso Planning Partners held 52,034 shares of Schwab Fundamental US Large Company Index ETF worth $1.45M as of Q1 2026.
Capasso Planning Partners sold 4,652 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $132K.
Schwab Fundamental US Large Company Index ETF made up 0.78% of Capasso Planning Partners's portfolio in Q1 2026, its #22 holding.
Capasso Planning Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 9 quarters since.
Capasso Planning Partners's Schwab Fundamental US Large Company Index ETF position peaked at $5.15M in Q2 2024.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.