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Concurrent Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Buy
43,257
+4,893
+13% +$167K 0.02% 729
2025
Q4 		$1.26M Buy
38,364
+7,625
+25% +$254K 0.01% 733
2025
Q3 		$1.03M Sell
30,739
-529
-2% -$16.7K 0.02% 649
2025
Q2 		$942K Buy
31,268
+10,997
+54% +$311K 0.02% 613
2025
Q1 		$559K Buy
20,271
+8,010
+65% +$219K 0.01% 716
2024
Q4 		$327K Buy
+12,261
New +$346K 0.01% 797

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return