Concurrent Investment Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2001015
Tampa, FL
All Filings in FNDA
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,479 | 41,526 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||