Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 19,444 shares of SCHF stock, worth $375,074. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,444
Previous 14,060
38.29%
Holding current value
$375,074
Previous $540 Million
48.02%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.98 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.56 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$977 Million6.47% of portfolio