Capasso Planning Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
76,734
-32,679
| -30% | -$802K | 1.07% | 20 |
|
|
2025
Q1 | $2.58M | Sell |
109,413
-22,636
| -17% | -$534K | 1.08% | 21 |
|
|
2024
Q4 | $3.13M | Sell |
132,049
-56,567
| -30% | -$1.34M | 1.25% | 15 |
|
|
2024
Q3 | $4.51M | Sell |
188,616
-41,949
| -18% | -$1M | 1.33% | 13 |
|
|
2024
Q2 | $5.15M | Buy |
230,565
+220,254
| +2,136% | +$4.92M | 1.67% | 12 |
|
|
2024
Q1 | $232K | Buy |
+10,311
| New | +$232K | 0.1% | 101 |
|