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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

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 374,783 shares of SCHX stock, worth $8.99 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
374,783
Holding current value
$8.99 Million
% of portfolio
0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,433
Shares Held
887M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email