Cedar Point Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
417,958
-22,883
| -5% | -$562K | 7.23% | 2 |
|
|
2025
Q1 | $10.4M | Buy |
440,841
+6,573
| +2% | +$155K | 6.99% | 2 |
|
|
2024
Q4 | $10.3M | Buy |
434,268
+5,088
| +1% | +$120K | 6.96% | 3 |
|
|
2024
Q3 | $10.3M | Sell |
429,180
-19,686
| -4% | -$471K | 7.05% | 1 |
|
|
2024
Q2 | $10M | Buy |
448,866
+144
| +0% | +$3.22K | 7.5% | 2 |
|
|
2024
Q1 | $10.1M | Buy |
448,722
+9,120
| +2% | +$205K | 7.65% | 2 |
|
|
2023
Q4 | $9.08M | Buy |
+439,602
| New | +$9.08M | 7.51% | 2 |
|