Number of Shares
440,841.00
Current Holdings Value*
$10.41 Mil
% of Portfolio
6.99%
Total Estimate Gain
$-4.46 Mil
% of Total Estimate Gain
-29.00%

Cedar Point Capital Partners, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-03-31, Cedar Point Capital Partners, LLC held 440,841.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $10.41 Mil. This investment constitutes 6.99% of their stock portfolio, and Cedar Point Capital Partners, LLC now holds 0.06% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2023Q4. And since then Cedar Point Capital Partners, LLC has made 5 purchases of FNDX, at an average price of $34.86, for a total of 440,841.00 shares. Based on historical transaction data and FNDX's current price of $24.75, Cedar Point Capital Partners, LLC's estimated gain on his FNDX holdings is $-4.46 Mil, reflecting a -29.00% gain to date.

Cedar Point Capital Partners, LLC FNDX ($24.75) Holding Chart

Cedar Point Capital Partners, LLC FNDX ($24.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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