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Concurrent Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.96M Buy
275,536
+211,652
+331% +$6.99M 0.08% 260
2026
Q1 		$1.86M Buy
63,884
+3,546
+6% +$106K 0.02% 645
2025
Q4 		$1.72M Buy
60,338
+5,929
+11% +$167K 0.02% 624
2025
Q3 		$1.52M Buy
54,409
+12,289
+29% +$329K 0.03% 535
2025
Q2 		$1.07M Buy
42,120
+3,987
+10% +$94.3K 0.02% 577
2025
Q1 		$893K Buy
38,133
+137
+0.4% +$3.49K 0.02% 576
2024
Q4 		$983K Buy
37,996
+250
+0.7% +$6.65K 0.03% 490
2024
Q3 		$972K Buy
+37,746
New +$937K 0.03% 469

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Concurrent Investment Advisors's SCHA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 331% in Q2 2026, buying an estimated $6.99M and bringing the position to 275,536 shares worth $9.96M. The position accounts for 0.08% of the portfolio, ranked #260.

Concurrent Investment Advisors first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 549 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Concurrent Investment Advisors held 275,536 shares of Schwab U.S Small- Cap ETF worth $9.96M as of Q2 2026.
  • Concurrent Investment Advisors bought 211,652 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.99M.
  • Schwab U.S Small- Cap ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #260 holding.
  • Concurrent Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 549 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.