Cedar Point Capital Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cedar Point Capital Partners’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	63,138 +2,620	+4%	+$93.4K	1.38%	20
2026 Q1	$1.96M	Buy	60,518 +4,878	+9%	+$163K	1.27%	22
2025 Q4	$1.75M	Buy	55,640 +9,570	+21%	+$298K	1.12%	26
2025 Q3	$1.44M	Buy	46,070 +2,440	+6%	+$74.1K	0.94%	26
2025 Q2	$1.25M	Buy	43,630 +2,620	+6%	+$71.1K	0.88%	25
2025 Q1	$1.12M	Buy	41,010 +1,650	+4%	+$48.3K	0.75%	29
2024 Q4	$1.17M	Sell	39,360 -102	-0.3%	-$3.12K	0.79%	27
2024 Q3	$1.18M	Buy	39,462 +2,040	+5%	+$58.6K	0.81%	27
2024 Q2	$1.03M	Buy	37,422 +856	+2%	+$23.6K	0.77%	28
2024 Q1	$1.04M	Buy	36,566 +1,470	+4%	+$40.1K	0.79%	26
2023 Q4	$971K	Buy	+35,096	New	+$870K	0.8%	26

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Cedar Point Capital Partners's FNDA Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.3% in Q2 2026, buying an estimated $93.4K and bringing the position to 63,138 shares worth $2.4M. The position accounts for 1.38% of the portfolio, ranked #20.

Cedar Point Capital Partners first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Cedar Point Capital Partners held 63,138 shares of Schwab Fundamental US Small Company Index ETF worth $2.4M as of Q2 2026.
Cedar Point Capital Partners bought 2,620 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $93.4K.
Schwab Fundamental US Small Company Index ETF made up 1.38% of Cedar Point Capital Partners's portfolio in Q2 2026, its #20 holding.
Cedar Point Capital Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.