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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.19 - $24.45 $585,639 - $591,934
24,210 Added 128.68%
43,024 $1.05 Billion
Q1 2025

Apr 29, 2025
SELL
$24.1 - $24.34 $63,672 - $64,306
-2,642 Reduced 12.31%
18,814 $458 Million
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
710
Shares Held
319M
Call Options Held
98.6K
Put Options Held
70.3K
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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