Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 440,397 shares of SCHD stock, worth $11.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

440,397

Previous 466,646 5.63%

Holding current value

$11.7 Million

Previous $12.4 Billion 2.78%

% of portfolio

0.21%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$26.38 - $27.95 $692,448 - $733,659	-26,249 Reduced 5.63%	440,397 $12 Billion
Q2 2025 Jul 25, 2025	BUY	$24.32 - $27.87 $492,844 - $564,785	20,265 Added 4.54%	466,646 $12.4 Billion
Q1 2025 Apr 29, 2025	BUY	$27.01 - $28.54 $7 Million - $7.4 Million	259,146 Added 138.41%	446,381 $12.5 Billion
Q4 2024 Feb 03, 2025	BUY	$26.93 - $84.95 $3.67 Million - $11.6 Million	136,321 Added 267.75%	187,235 $5.12 Billion
Q3 2024 Oct 30, 2024	BUY	$77.02 - $85.06 $2.09 Million - $2.31 Million	27,140 Added 114.16%	50,914 $4.3 Billion
Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $361,537 - $382,235	4,769 Added 25.09%	23,774 $1.85 Billion
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $1.1 Million - $1.18 Million	14,614 Added 332.82%	19,005 $1.53 Billion
Q4 2023 Apr 15, 2024	BUY	$66.9 - $76.32 $293,757 - $335,121	4,391 New	4,391 $334 Million

Others Institutions Holding SCHD

# of Institutions

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History