Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Eqty 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 Eqty stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 89,845 shares of SCHF stock, worth $2.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
89,845
Previous 61,949
45.03%
Holding current value
$2.02 Million
Previous $1.23 Billion
62.0%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SCHF
# of Institutions
1,459Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.83 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$4.16 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.83 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.36 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.6 Billion11.16% of portfolio