Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

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 39,220 shares of SCHB stock, worth $891,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,220
Previous 41,260 4.94%
Holding current value
$891,078
Previous $937 Million 9.84%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$21.23 - $23.75 $43,309 - $48,450
-2,040 Reduced 4.94%
39,220 $844 Million
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $621,386 - $1.89 Million
28,232 Added 216.7%
41,260 $937 Million
Q3 2024

Oct 30, 2024
BUY
$59.93 - $66.52 $780,768 - $866,622
13,028 New
13,028 $867 Million

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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