Concurrent Investment Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,542 shares of SCHJ stock, worth $337,872. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,542Holding current value
$337,872% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.31MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
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Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
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Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
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Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
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White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio