Concord Asset Management, Llc/Va Schwab Fundamental Emerging Mk Transaction History

Concord Asset Management, Llc/Va

$551 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$26.66 - $33.09 $1.88 Million - $2.33 Million	70,474 New	70,474 $2.33 Billion

Others Institutions Holding FNDE

# of Institutions

435

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

122M
Shares

$4.56 Billion
0.73% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$105 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.36M
Shares

$88.3 Million
0.01% of portfolio
Victory Capital Management Inc

2.02M
Shares

$75.7 Million
0.05% of portfolio
Bogart Wealth, LLC

1.77M
Shares

$66.4 Million
2.61% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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