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 $1.49 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
50,914
Previous 23,774 114.16%
Holding current value
$1.49 Million
Previous $1.85 Billion 132.81%
% of portfolio
0.13%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $2.09 Million - $2.31 Million
27,140 Added 114.16%
50,914 $4.3 Billion
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $361,537 - $382,235
4,769 Added 25.09%
23,774 $1.85 Billion
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $1.1 Million - $1.18 Million
14,614 Added 332.82%
19,005 $1.53 Billion
Q4 2023

Apr 15, 2024
BUY
$66.9 - $76.32 $293,757 - $335,121
4,391 New
4,391 $334 Million

Others Institutions Holding SCHD

# of Institutions
1,753
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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