Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 50,914 shares of SCHD stock, worth $1.48 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
50,914
Previous 23,774
114.16%
Holding current value
$1.48 Million
Previous $1.85 Billion
132.81%
% of portfolio
0.13%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio