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Concurrent Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26M Buy
77,866
+3,298
+4% +$92.3K 0.02% 683
2026
Q1 		$1.87M Buy
74,568
+19,637
+36% +$515K 0.02% 642
2025
Q4 		$1.44M Buy
54,931
+2,047
+4% +$53.3K 0.02% 691
2025
Q3 		$1.36M Buy
52,884
+1,382
+3% +$34.2K 0.02% 566
2025
Q2 		$1.23M Buy
51,502
+12,282
+31% +$271K 0.02% 545
2025
Q1 		$844K Sell
39,220
-2,040
-5% -$46.4K 0.02% 596
2024
Q4 		$937K Buy
41,260
+2,176
+6% +$49.7K 0.03% 508
2024
Q3 		$867K Buy
+39,084
New +$834K 0.03% 499

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, buying an estimated $92.3K and bringing the position to 77,866 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #683.

Concurrent Investment Advisors first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Concurrent Investment Advisors held 77,866 shares of Schwab US Broad Market ETF worth $2.26M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,298 Schwab US Broad Market ETF shares in Q2 2026, an estimated $92.3K.
  • Schwab US Broad Market ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #683 holding.
  • Concurrent Investment Advisors first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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