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Concurrent Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Concurrent Investment Advisors’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
+41,526
New +$1.48M 0.01% 797

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Concurrent Investment Advisors's FNDA Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 41,526 shares worth $1.58M. The stake represents 0.01% of the portfolio and ranks #797 among its holdings.

483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Concurrent Investment Advisors held 41,526 shares of Schwab Fundamental US Small Company Index ETF worth $1.58M as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #797 holding.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.