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 Q2	$1.61M	Buy	44,481 +1,224	+3%	+$43.7K	0.01%	790
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's SCHE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.8% in Q2 2026, buying an estimated $43.7K and bringing the position to 44,481 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #790.

Concurrent Investment Advisors first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Concurrent Investment Advisors held 44,481 shares of Schwab Emerging Markets Equity ETF worth $1.61M as of Q2 2026.
Concurrent Investment Advisors bought 1,224 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $43.7K.
Schwab Emerging Markets Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #790 holding.
Concurrent Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.