Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

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 69,872 shares of SCHV stock, worth $1.82 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
69,872
Previous 22,233 214.27%
Holding current value
$1.82 Million
Previous $1.79 Billion 1.94%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.79 - $80.4 $1.23 Million - $3.83 Million
47,639 Added 214.27%
69,872 $1.82 Billion
Q3 2024

Oct 30, 2024
BUY
$73.43 - $80.37 $1.63 Million - $1.79 Million
22,233 New
22,233 $1.79 Billion

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
322M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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