Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,260 shares of SCHB stock, worth $962,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,260
Previous 13,028 216.7%
Holding current value
$962,183
Previous $867 Million 8.07%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $621,386 - $1.89 Million
28,232 Added 216.7%
41,260 $937 Million
Q3 2024

Oct 30, 2024
BUY
$59.93 - $66.52 $780,768 - $866,622
13,028 New
13,028 $867 Million

Others Institutions Holding SCHB

# of Institutions
1,224
Shares Held
325M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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