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

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

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 19,005 shares of SCHD stock, worth $1.47 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,005
Previous 4,391 332.82%
Holding current value
$1.47 Million
Previous $334 Million 358.47%
% of portfolio
0.06%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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