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Concurrent Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Concurrent Investment Advisors’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.9M Buy
92,863
+52,790
+132% +$2.77M 0.04% 441
2026
Q1 		$1.96M Buy
40,073
+28,571
+248% +$1.4M 0.02% 626
2025
Q4 		$520K Buy
11,502
+1,689
+17% +$74.8K 0.01% 1131
2025
Q3 		$422K Buy
9,813
+956
+11% +$39.8K 0.01% 988
2025
Q2 		$354K Buy
+8,857
New +$334K 0.01% 987

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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

Concurrent Investment Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 132% in Q2 2026, buying an estimated $2.77M and bringing the position to 92,863 shares worth $4.9M. The position accounts for 0.04% of the portfolio, ranked #441.

Concurrent Investment Advisors first reported a position in FNDF in Q2 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Concurrent Investment Advisors held 92,863 shares of Schwab Fundamental International Large Company Index ETF worth $4.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 52,790 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $2.77M.
  • Schwab Fundamental International Large Company Index ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #441 holding.
  • Concurrent Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

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