Concurrent Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,381 shares of SCHZ stock, worth $146,252. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,381Holding current value
$146,252% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio