Concurrent Investment Advisors, LLC Schwab Strategic Tr 1 5 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 1 5 Yr C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,542 shares of SCHJ stock, worth $336,383. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,542Holding current value
$336,383% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
125Shares Held
7.37MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.57 Million5.44% of portfolio
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Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio