Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 31,268 shares of SCHE stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
31,268
Previous 20,271
54.25%
Holding current value
$1.05 Million
Previous $559 Million
68.63%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio