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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 1,098,324 shares of SCHG stock, worth $35.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

1,098,324

Previous 942,458 16.54%

Holding current value

$35.4 Million

Previous $27.5 Billion 27.31%

% of portfolio

0.6%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$28.92 - $32.19 $4.51 Million - $5.02 Million	155,866 Added 16.54%	1,098,324 $35 Billion
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

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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