Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,028 shares of SCHB stock, worth $288,049. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,028Holding current value
$288,049% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio