Concurrent Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

Shares

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

Jul 25, 2025
BUY
$24.54 - $25.07 $263,829 - $269,527
10,751 New
10,751 $269 Million
Q4 2023

Apr 15, 2024
BUY
$47.09 - $49.87 $216,990 - $229,800
4,608 New
4,608 $229 Million

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
375M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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