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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 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 458,386 shares of SCHX stock, worth $12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
458,386
Previous 516,337 11.22%
Holding current value
$12 Million
Previous $11.4 Billion 1.73%
% of portfolio
0.22%
Previous 0.28%

Shares

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

Jul 25, 2025
SELL
$19.6 - $24.44 $1.14 Million - $1.42 Million
-57,951 Reduced 11.22%
458,386 $11.2 Billion
Q1 2025

Apr 29, 2025
BUY
$21.75 - $24.28 $3.08 Million - $3.44 Million
141,554 Added 37.77%
516,337 $11.4 Billion
Q4 2024

Feb 03, 2025
BUY
$22.4 - $68.28 $8.4 Million - $25.6 Million
374,783 New
374,783 $8.69 Billion

Others Institutions Holding SCHX

# of Institutions
1,572
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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