A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,967 shares of SCHP stock, worth $540,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,967
Previous 20,967 4.77%
Holding current value
$540,506
Previous $559 Million 3.81%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$26.44 - $27.1 $26,440 - $27,100
-1,000 Reduced 4.77%
19,967 $538 Million
Q2 2025

Jul 25, 2025

BUY
$26.18 - $26.93 $548,916 - $564,641
20,967 New
20,967 $559 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.