Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,907 shares of SCHC stock, worth $497,795. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,907
Previous 11,123
1.94%
Holding current value
$497,795
Previous $474 Million
4.78%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHC
# of Institutions
500Shares Held
76.7MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio