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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 8,739 shares of SCHO stock, worth $211,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,739
Previous 8,637 1.18%
Holding current value
$211,134
Previous $416 Million 2.97%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
612
Shares Held
170M
Call Options Held
42K
Put Options Held
33.9K
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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