Concurrent Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,243 shares of SCHM stock, worth $272,298. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,243Holding current value
$272,298% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,048Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio