Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 942,458 shares of SCHG stock, worth $28.5 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
942,458
Previous 227,107 314.98%
Holding current value
$28.5 Million
Previous $5.69 Billion 384.09%
% of portfolio
0.53%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$22.27 - $29.21 $15.9 Million - $20.9 Million
715,351 Added 314.98%
942,458 $27.5 Billion
Q1 2025

Apr 29, 2025
BUY
$24.91 - $29.02 $1.69 Million - $1.97 Million
67,921 Added 42.67%
227,107 $5.69 Billion
Q4 2024

Feb 03, 2025
BUY
$25.93 - $105.3 $3.17 Million - $12.9 Million
122,409 Added 332.84%
159,186 $4.44 Billion
Q3 2024

Oct 30, 2024
BUY
$92.63 - $105.69 $2.33 Million - $2.66 Million
25,188 Added 217.34%
36,777 $3.83 Billion
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $1.01 Million - $1.18 Million
11,589 New
11,589 $1.17 Billion

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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