CPL
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Capital & Planning LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Capital & Planning LLC’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 		$6.93K Buy
+249
New +$7.06K ﹤0.01% 110
2025
Q1 		– Sell
-249
Closed -$5.9K – 86
2024
Q4 		$5.9K Buy
+249
New +$6.04K ﹤0.01% 112

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital & Planning LLC's FNDX Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026: 249 shares worth $6.93K. The stake represents ﹤0.01% of the portfolio and ranks #110 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in FNDX as recently as Q4 2024.

Capital & Planning LLC first reported a position in FNDX in Q4 2024 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Capital & Planning LLC held 249 shares of Schwab Fundamental US Large Company Index ETF worth $6.93K as of Q1 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Capital & Planning LLC position in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #110 holding.
  • Capital & Planning LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 2 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.