Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
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 50,007 shares of SCHF stock, worth $972,636. This represents 0.02% of its overall portfolio holdings.
Number of Shares
50,007
Previous 19,444
157.18%
Holding current value
$972,636
Previous $800 Million
15.71%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,313Shares Held
982MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.52 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.01 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.58 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.39 Billion11.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL21.9MShares$425 Million0.56% of portfolio