Concurrent Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

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 9,158 shares of SCHZ stock, worth $215,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,158
Holding current value
$215,762
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$22.9 - $23.58 $209,718 - $215,945
9,158 New
9,158 $215 Million
Q3 2024

Oct 30, 2024
BUY
$45.2 - $47.87 $288,421 - $305,458
6,381 New
6,381 $303 Million

Others Institutions Holding SCHZ

# of Institutions
715
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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