Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 38,133 shares of SCHA stock, worth $921,293. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,133
Previous 37,996 0.36%
Holding current value
$921,293
Previous $983 Million 9.07%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,257
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
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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