Concurrent Investment Advisors, LLC SCHWAB STRATEGIC TR Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
81,326
Previous 83,283 2.35%
Holding current value
$2.05 Billion
Previous $2.1 Billion 2.62%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 29, 2026
SELL
N/A
-1,957 Reduced 2.35%
81,326 $2.05 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
83,283 New
83,283 $2.1 Billion
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