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 $998,139. This represents 0.02% of its overall portfolio holdings.
Number of Shares
50,007
Previous 19,444
157.18%
Holding current value
$998,139
Previous $800 Million
15.71%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,382Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Wealthfront Advisers LLC107MShares$2.14 Billion5.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio