Cedar Point Capital Partners, LLC Schwab Fundamental U S Large C Transaction History

Cedar Point Capital Partners, LLC

$142 Billion
Q2 2025

A detailed history of Cedar Point Capital Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cedar Point Capital Partners, LLC holds 417,958 shares of FNDX stock, worth $11.1 Million. This represents 7.23% of its overall portfolio holdings.

Number of Shares

417,958

Previous 440,841 5.19%

Holding current value

$11.1 Million

Previous $10.4 Billion 1.46%

% of portfolio

7.23%

Previous 6.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$20.84 - $24.54 $476,881 - $561,548	-22,883 Reduced 5.19%	417,958 $10.3 Billion
Q1 2025 May 14, 2025	BUY	$23.03 - $25.01 $151,376 - $164,390	6,573 Added 1.51%	440,841 $10.4 Billion
Q4 2024 Jan 17, 2025	BUY	$23.49 - $71.77 $6.84 Million - $20.9 Million	291,208 Added 203.56%	434,268 $10.3 Billion
Q3 2024 Oct 29, 2024	SELL	$65.36 - $71.76 $428,892 - $470,889	-6,562 Reduced 4.39%	143,060 $10.3 Billion
Q2 2024 Jul 16, 2024	BUY	$63.87 - $67.55 $3,065 - $3,242	48 Added 0.03%	149,622 $10 Billion
Q1 2024 May 22, 2024	BUY	$60.89 - $67.39 $185,105 - $204,865	3,040 Added 2.07%	149,574 $10.1 Billion
Q4 2023 Jan 31, 2024	BUY	$53.46 - $62.11 $7.83 Million - $9.1 Million	146,534 New	146,534 $9.08 Billion

Others Institutions Holding FNDX

# of Institutions

727

Shares Held

620M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Cedar Point Capital Partners, LLC Schwab Fundamental U S Large C Transaction History