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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.38 - $30.18 $268,106 - $331,889
10,997 Added 54.25%
31,268 $942 Million
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
872
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email