Concurrent Investment Advisors, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,934 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,934Holding current value
$0% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
138Shares Held
74.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
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Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
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Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
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Charles Schwab Trust CO916KShares$00.0% of portfolio
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Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio