Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 446,381 shares of SCHD stock, worth $11.7 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

446,381

Previous 187,235 138.41%

Holding current value

$11.7 Million

Previous $5.12 Billion 143.99%

% of portfolio

0.3%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

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