Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Small 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 Us Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 54,409 shares of SCHA stock, worth $1.52 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
54,409
Previous 42,120 29.18%
Holding current value
$1.52 Million
Previous $1.07 Billion 42.45%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
$25.29 - $28.33 $310,788 - $348,147
12,289 Added 29.18%
54,409 $1.52 Billion
Q2 2025

Jul 25, 2025
BUY
$20.42 - $25.3 $81,414 - $100,871
3,987 Added 10.46%
42,120 $1.07 Billion
Q1 2025

Apr 29, 2025
BUY
$23.16 - $27.04 $3,172 - $3,704
137 Added 0.36%
38,133 $893 Million
Q4 2024

Feb 03, 2025
BUY
$25.33 - $51.16 $484,385 - $978,332
19,123 Added 101.32%
37,996 $983 Million
Q3 2024

Oct 30, 2024
BUY
$46.9 - $51.96 $885,143 - $980,641
18,873 New
18,873 $972 Million

Others Institutions Holding SCHA

# of Institutions
1,293
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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