Concurrent Investment Advisors, LLC Schwab Short Term Us Treasury Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,456 shares of SCHO stock, worth $518,376. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,456
Previous 8,739 145.52%
Holding current value
$518,376
Previous $428 Million 20.6%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$24.06 - $48.88 $305,971 - $621,606
12,717 Added 145.52%
21,456 $516 Million
Q3 2024

Oct 30, 2024
BUY
$47.93 - $49.06 $4,888 - $5,004
102 Added 1.18%
8,739 $428 Million
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $412,416 - $415,698
8,637 New
8,637 $416 Million

Others Institutions Holding SCHO

# of Institutions
627
Shares Held
209M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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