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 $302,640. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,028Holding current value
$302,640% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio