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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 36,777 shares of SCHG stock, worth $1.04 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
36,777
Previous 11,589 217.34%
Holding current value
$1.04 Million
Previous $1.17 Billion 227.86%
% of portfolio
0.11%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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