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Concurrent Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Concurrent Investment Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
10,936
+2,579
+31% +$77.8K ﹤0.01% 1626
2026
Q1 		$233K Buy
8,357
+477
+6% +$13.5K ﹤0.01% 1654
2025
Q4 		$214K Buy
+7,880
New +$211K ﹤0.01% 1603

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 31% in Q2 2026, buying an estimated $77.8K and bringing the position to 10,936 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Concurrent Investment Advisors first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Concurrent Investment Advisors held 10,936 shares of Schwab Fundamental US Large Company Index ETF worth $340K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,579 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $77.8K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1626 holding.
  • Concurrent Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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