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

Cedar Point Capital Partners, LLC

$146 Billion
Q3 2024

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 143,060 shares of FNDX stock, worth $3.43 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares

143,060

Previous 149,622 4.39%

Holding current value

$3.43 Million

Previous $10 Billion 2.44%

% of portfolio

7.05%

Previous 7.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

597

Shares Held

193M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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