Concurrent Investment Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 152,591 shares of FNDE stock, worth $5.52 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
152,591
Previous 142,948 6.75%
Holding current value
$5.52 Million
Previous $4.72 Billion 16.93%
% of portfolio
0.09%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$33.13 - $36.31 $319,472 - $350,137
9,643 Added 6.75%
152,591 $5.52 Billion
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

# of Institutions
429
Shares Held
164M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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