Concurrent Investment Advisors, LLC Schwab Short Term Us Treasury Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
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 43,024 shares of SCHO stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
43,024
Previous 18,814
128.68%
Holding current value
$1.05 Million
Previous $458 Million
129.06%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio