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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 3.4k 67.39

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Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
McAdam
Signature Estate and Investment Advisors
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial
Kelman-Lazarov

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg