Concurrent Investment Advisors, LLC's ownership history for SCHD

Concurrent Investment Advisors, LLC currently holds 440.4K shares with a market value of $12.0M. It started holding SCHD on 2024-09-30. At its peak, it held 466.6K shares on 2025-06-30. Its highest holding value was $12.5M on 2025-03-31. At its lowest, it held 50.9K shares on 2024-09-30, with a value of $4.3M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 6.0K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 389.5K.