Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 67,510 shares of SCHV stock, worth $1.81 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
67,510
Previous 69,872 3.38%
Holding current value
$1.81 Million
Previous $1.82 Billion 1.49%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$25.77 - $27.6 $60,868 - $65,191
-2,362 Reduced 3.38%
67,510 $1.79 Billion
Q4 2024

Feb 03, 2025
BUY
$25.79 - $80.4 $1.23 Million - $3.83 Million
47,639 Added 214.27%
69,872 $1.82 Billion
Q3 2024

Oct 30, 2024
BUY
$73.43 - $80.37 $1.63 Million - $1.79 Million
22,233 New
22,233 $1.79 Billion

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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