Concurrent Investment Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
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
Others Institutions Holding SCHP
# of Institutions
754Shares Held
353MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.16 Billion3.43% of portfolio
-
Wealthfront Advisers LLC32MShares$865 Million2.24% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$475 Million0.04% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$444 Million5.27% of portfolio
-
Quadratic Capital Management LLC11.8MShares$319 Million98.14% of portfolio