Concurrent Investment Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 138,947 shares of FNDE stock, worth $4.36 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

138,947

Previous 127,536 8.95%

Holding current value

$4.36 Million

Previous $3.7 Billion 15.51%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$28.11 - $32.0 $320,763 - $365,152	11,411 Added 8.95%	138,947 $4.28 Billion
Q4 2024 Feb 03, 2025	BUY	$28.89 - $33.95 $92,708 - $108,945	3,209 Added 2.58%	127,536 $3.7 Billion
Q3 2024 Oct 30, 2024	BUY	$28.02 - $32.68 $77,055 - $89,870	2,750 Added 2.26%	124,327 $4.01 Billion
Q2 2024 Jul 30, 2024	BUY	$27.2 - $30.7 $690,281 - $779,104	25,378 Added 26.38%	121,577 $3.6 Billion
Q1 2024 May 07, 2024	SELL	$25.58 - $27.83 $17,113 - $18,618	-669 Reduced 0.69%	96,199 $2.67 Billion
Q4 2023 Apr 15, 2024	BUY	$25.33 - $27.18 $2.45 Million - $2.63 Million	96,868 New	96,868 $2.63 Billion

Others Institutions Holding FNDE

# of Institutions

390

Shares Held

162M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Schwab Fundamental Emerging Mk Transaction History