Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,873 shares of SCHA stock, worth $483,526. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,873Holding current value
$483,526% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,133Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.23 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$566 Million0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$306 Million2.11% of portfolio
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Personal Capital Advisors Corp10.5MShares$270 Million2.07% of portfolio
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Sei Investments CO Oaks, PA7.36MShares$189 Million0.51% of portfolio