CPCP
Cedar Point Capital Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
43,630
+2,620
| +6% | +$75.1K | 0.88% | 25 |
|
|
2025
Q1 | $1.12M | Buy |
41,010
+1,650
| +4% | +$45.2K | 0.75% | 29 |
|
|
2024
Q4 | $1.17M | Buy |
39,360
+19,629
| +99% | +$583K | 0.79% | 27 |
|
|
2024
Q3 | $1.18M | Buy |
19,731
+1,020
| +5% | +$60.8K | 0.81% | 27 |
|
|
2024
Q2 | $1.03M | Buy |
18,711
+428
| +2% | +$23.5K | 0.77% | 28 |
|
|
2024
Q1 | $1.04M | Buy |
18,283
+735
| +4% | +$41.9K | 0.79% | 26 |
|
|
2023
Q4 | $971K | Buy |
+17,548
| New | +$971K | 0.8% | 26 |
|