Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,271 shares of SCHE stock, worth $580,156. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,271
Previous 12,261 65.33%
Holding current value
$580,156
Previous $327 Million 71.17%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$25.81 - $28.52 $206,738 - $228,445
8,010 Added 65.33%
20,271 $559 Million
Q4 2024

Feb 03, 2025
BUY
$26.63 - $30.23 $326,510 - $370,650
12,261 New
12,261 $327 Million

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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