Concord Wealth Partners Schwab Fundamental Emerging Mk Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Concord Wealth Partners holds 70,474 shares of FNDE stock, worth $2.55 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

70,474

Previous 69,085 2.01%

Holding current value

$2.55 Million

Previous $2.13 Million 9.36%

% of portfolio

0.35%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$26.66 - $33.09 $37,030 - $45,962	1,389 Added 2.01%	70,474 $2.33 Million
Q1 2025 May 02, 2025	BUY	$28.11 - $32.0 $247,199 - $281,408	8,794 Added 14.59%	69,085 $2.13 Million
Q4 2024 Jan 23, 2025	BUY	$28.89 - $33.95 $1.74 Million - $2.05 Million	60,291 New	60,291 $1.75 Million
Q3 2023 Apr 30, 2024	BUY	$26.05 - $28.35 $2,891 - $3,146	111 New	111 $2,000
Q2 2023 Aug 07, 2023	BUY	$25.72 - $27.75 $25 - $27	1 Added 0.91%	111 $2,000
Q4 2022 Jan 27, 2023	BUY	$23.19 - $26.37 $2,550 - $2,900	110 New	110 $2,000
Q2 2022 Aug 04, 2022	SELL	$25.56 - $29.71 $664 - $772	-26 Reduced 11.21%	206 $5,000
Q1 2022 Apr 20, 2022	BUY	$26.69 - $33.2 $373 - $464	14 Added 6.42%	232 $7,000
Q4 2021 Jan 21, 2022	BUY	$30.22 - $33.49 $2,326 - $2,578	77 Added 54.61%	218 $7,000
Q2 2021 Jul 29, 2021	BUY	$30.51 - $33.34 $549 - $600	18 Added 14.63%	141 $5,000
Q4 2020 Feb 16, 2021	BUY	$23.48 - $28.35 $2,888 - $3,487	123 New	123 $3,000

Others Institutions Holding FNDE

# of Institutions

424

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Concord Wealth Partners Schwab Fundamental Emerging Mk Transaction History