Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 14,060 shares of SCHF stock, worth $571,539. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,060
Previous 10,353
35.81%
Holding current value
$571,539
Previous $404 Million
33.72%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,196Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.96 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.8 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.25 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.17 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.9 Billion11.16% of portfolio