Concurrent Investment Advisors, LLC's ownership history for SCHW

Concurrent Investment Advisors, LLC currently holds 19.8K shares with a market value of $1.9M. It started holding SCHW on 2024-09-30. At its peak, it held 19.8K shares on 2025-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 13.4K shares on 2024-12-31, with a value of $869.8K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 4.4K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 6.4K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $22.2K on 2024-09-30. At its peak, it held 3 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $22.2K on 2024-12-31. At its lowest, it held 3 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $19.4K on 2024-09-30.