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Capital Planning Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Capital Planning Advisors’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
2017
Q2 		– Sell
-24,690
Closed -$278K – 136
2017
Q1 		$278K Buy
+24,690
New +$275K 0.14% 99

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Capital Planning Advisors's FNDX Position: Q2 2017 in Review

Capital Planning Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2017, closing a stake of 24,690 shares — an estimated $278K sold.

Capital Planning Advisors first reported a position in FNDX in Q1 2017 and held it in 1 quarter. The position peaked at $278K in Q1 2017. 82 funds tracked by Wall St. Rank hold FNDX as of Q2 2017.

  • Capital Planning Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 24,690 Schwab Fundamental US Large Company Index ETF shares in Q2 2017, an estimated $278K.
  • Capital Planning Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2017 and held it in 1 quarter.
  • Capital Planning Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $278K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.