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 374,783 shares of SCHX stock, worth $8.94 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
374,783Holding current value
$8.94 Million% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
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Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio