Cedar Point Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.2M Buy
423,019
+11,935
+3% +$360K 7.57% 1
2026
Q1
$11.4M Buy
411,084
+4,617
+1% +$131K 7.44% 1
2025
Q4
$11.1M Sell
406,467
-17,324
-4% -$464K 7.06% 2
2025
Q3
$11.1M Buy
423,791
+5,833
+1% +$148K 7.31% 2
2025
Q2
$10.3M Sell
417,958
-22,883
-5% -$532K 7.23% 2
2025
Q1
$10.4M Buy
440,841
+6,573
+2% +$159K 6.99% 2
2024
Q4
$10.3M Buy
434,268
+5,088
+1% +$123K 6.96% 3
2024
Q3
$10.3M Sell
429,180
-19,686
-4% -$453K 7.05% 1
2024
Q2
$10M Buy
448,866
+144
+0% +$3.17K 7.5% 2
2024
Q1
$10.1M Buy
448,722
+9,120
+2% +$194K 7.65% 2
2023
Q4
$9.08M Buy
+439,602
New +$8.45M 7.51% 2

Other funds holding FNDX

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

Cedar Point Capital Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.9% in Q2 2026, buying an estimated $360K and bringing the position to 423,019 shares worth $13.2M. The position accounts for 7.57% of the portfolio, ranked #1.

Cedar Point Capital Partners first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Cedar Point Capital Partners held 423,019 shares of Schwab Fundamental US Large Company Index ETF worth $13.2M as of Q2 2026.
  • Cedar Point Capital Partners bought 11,935 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $360K.
  • Schwab Fundamental US Large Company Index ETF made up 7.57% of Cedar Point Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Cedar Point Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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