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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 17,550 shares of SCHI stock, worth $402,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,550
Previous 13,596 29.08%
Holding current value
$402,246
Previous $309 Million 30.9%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
250
Shares Held
52.2M
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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