Concurrent Investment Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 23,666 shares of SCHI stock, worth $542,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,666
Previous 17,550 34.85%
Holding current value
$542,424
Previous $405 Million 34.21%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$22.89 - $23.27 $139,995 - $142,319
6,116 Added 34.85%
23,666 $544 Million
Q3 2025

Oct 27, 2025
BUY
$22.45 - $23.2 $88,767 - $91,732
3,954 Added 29.08%
17,550 $405 Million
Q2 2025

Jul 25, 2025
BUY
$21.85 - $22.76 $297,072 - $309,444
13,596 New
13,596 $309 Million

Others Institutions Holding SCHI

# of Institutions
251
Shares Held
52.4M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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