Concurrent Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Concurrent Investment Advisors’s Portfolio FNDE Stock Details FNDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5M	Buy	390,468 +22,964	+6%	+$929K	0.13%	166
2026 Q1	$14.1M	Buy	367,504 +208,145	+131%	+$8.03M	0.15%	142
2025 Q4	$5.75M	Buy	159,359 +6,768	+4%	+$247K	0.07%	297
2025 Q3	$5.52M	Buy	152,591 +9,643	+7%	+$332K	0.09%	221
2025 Q2	$4.72M	Buy	142,948 +4,001	+3%	+$124K	0.09%	234
2025 Q1	$4.28M	Buy	138,947 +11,411	+9%	+$345K	0.1%	215
2024 Q4	$3.7M	Buy	127,536 +3,209	+3%	+$100K	0.1%	206
2024 Q3	$4.01M	Buy	124,327 +2,750	+2%	+$82.2K	0.12%	181
2024 Q2	$3.6M	Buy	121,577 +25,378	+26%	+$737K	0.12%	180
2024 Q1	$2.67M	Sell	96,199 -669	-0.7%	-$18.1K	0.11%	197
2023 Q4	$2.63M	Buy	+96,868	New	+$2.54M	0.12%	182

Other funds holding FNDE

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 6.2% in Q2 2026, buying an estimated $929K and bringing the position to 390,468 shares worth $15.5M. The position accounts for 0.13% of the portfolio, ranked #166.

Concurrent Investment Advisors first reported a position in FNDE in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Concurrent Investment Advisors held 390,468 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $15.5M as of Q2 2026.
Concurrent Investment Advisors bought 22,964 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $929K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #166 holding.
Concurrent Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
168 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

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