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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Point Capital Partners's FNDX Position: Q1 2026 in Review

Cedar Point Capital Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.1% in Q1 2026, buying an estimated $131K and bringing the position to 411,084 shares worth $11.4M. The position accounts for 7.44% of the portfolio, ranked #1.

Cedar Point Capital Partners first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Cedar Point Capital Partners held 411,084 shares of Schwab Fundamental US Large Company Index ETF worth $11.4M as of Q1 2026.
Cedar Point Capital Partners bought 4,617 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $131K.
Schwab Fundamental US Large Company Index ETF made up 7.44% of Cedar Point Capital Partners's portfolio in Q1 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 10 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.