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 142,948 shares of FNDE stock, worth $4.87 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
142,948
Previous 138,947 2.88%
Holding current value
$4.87 Million
Previous $4.28 Billion 10.26%
% of portfolio
0.09%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$26.66 - $33.09 $106,666 - $132,393
4,001 Added 2.88%
142,948 $4.72 Billion
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

About SCHWAB FUNDAMENTAL EMERGING MK


  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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