Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,123 shares of SCHC stock, worth $485,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,123
Previous 8,073 37.78%
Holding current value
$485,518
Previous $290 Million 63.54%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$32.41 - $42.59 $98,850 - $129,899
3,050 Added 37.78%
11,123 $474 Million
Q1 2025

Apr 29, 2025
BUY
$33.57 - $37.22 $271,010 - $300,477
8,073 New
8,073 $290 Million

Others Institutions Holding SCHC

# of Institutions
468
Shares Held
44.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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