CIA
Concurrent Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
142,948
+4,001
| +3% | +$132K | 0.09% | 233 |
|
|
2025
Q1 | $4.28M | Buy |
138,947
+11,411
| +9% | +$351K | 0.1% | 214 |
|
|
2024
Q4 | $3.7M | Buy |
127,536
+3,209
| +3% | +$93.2K | 0.1% | 204 |
|
|
2024
Q3 | $4.01M | Buy |
124,327
+2,750
| +2% | +$88.7K | 0.12% | 179 |
|
|
2024
Q2 | $3.6M | Buy |
121,577
+25,378
| +26% | +$750K | 0.12% | 179 |
|
|
2024
Q1 | $2.67M | Sell |
96,199
-669
| -0.7% | -$18.6K | 0.11% | 196 |
|
|
2023
Q4 | $2.63M | Buy |
+96,868
| New | +$2.63M | 0.12% | 182 |
|