Cedar Point Capital Partners, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1954337
Cedar Rapids, IA
Position in FNDA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,962,598
+$209,382 QoQ
Shares Held
60,518
+8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,962,598 | 60,518 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,753,216 | 55,640 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,435,541 | 46,070 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,249,999 | 43,630 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,123,263 | 41,010 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,168,992 | 39,360 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,175,375 | 19,731 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,027,608 | 18,711 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,042,679 | 18,283 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $971,281 | 17,548 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||