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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return