Concurrent Investment Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,209 shares of SCHC stock, worth $865,173. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,209
Previous 10,907 76.12%
Holding current value
$865,173
Previous $496 Million 76.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2026
BUY
$44.43 - $46.12 $368,857 - $382,888
8,302 Added 76.12%
19,209 $875 Million
Q3 2025

Oct 27, 2025
SELL
$42.28 - $45.71 $9,132 - $9,873
-216 Reduced 1.94%
10,907 $496 Million
Q2 2025

Jul 25, 2025
BUY
$32.41 - $42.59 $98,850 - $129,899
3,050 Added 37.78%
11,123 $474 Million
Q1 2025

Apr 29, 2025
BUY
$33.57 - $37.22 $271,010 - $300,477
8,073 New
8,073 $290 Million

Others Institutions Holding SCHC

# of Institutions
521
Shares Held
45.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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More about SCHC
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