Concurrent Investment Advisors
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Concurrent Investment Advisors’s Schwab Crypto Thematic Natural Language Processing ETF STCE Stock Holding History

Concurrent Investment Advisors’s Portfolio STCE Stock Details STCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.16M Buy
+17,536
New +$1.15M 0.01% 1081

Other funds holding STCE

Global Wealth Strategies & Associates
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Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Concurrent Investment Advisors's STCE Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Schwab Crypto Thematic Natural Language Processing ETF (STCE) in Q3 2026: 17,536 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #1081 among its holdings.

26 funds tracked by Wall St. Rank hold STCE as of Q3 2026.

  • Concurrent Investment Advisors held 17,536 shares of Schwab Crypto Thematic Natural Language Processing ETF worth $1.16M as of Q3 2026.
  • Schwab Crypto Thematic Natural Language Processing ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • Schwab Crypto Thematic Natural Language Processing ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1081 holding.
  • 26 funds tracked by Wall St. Rank held Schwab Crypto Thematic Natural Language Processing ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.