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 516,337 shares of SCHX stock, worth $11.3 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
516,337
Previous 374,783 37.77%
Holding current value
$11.3 Million
Previous $8.69 Billion 31.23%
% of portfolio
0.28%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,486
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
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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