CIA
SCHC icon

Concurrent Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.89M Buy
101,548
+14,638
+17% +$726K 0.04% 445
2026
Q1 		$4.06M Buy
86,910
+67,701
+352% +$3.27M 0.04% 404
2025
Q4 		$875K Buy
19,209
+8,302
+76% +$376K 0.01% 894
2025
Q3 		$496K Sell
10,907
-216
-2% -$9.49K 0.01% 917
2025
Q2 		$474K Buy
11,123
+3,050
+38% +$118K 0.01% 870
2025
Q1 		$290K Buy
+8,073
New +$288K 0.01% 943

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 17% in Q2 2026, buying an estimated $726K and bringing the position to 101,548 shares worth $4.89M. The position accounts for 0.04% of the portfolio, ranked #445.

Concurrent Investment Advisors first reported a position in SCHC in Q1 2025 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Concurrent Investment Advisors held 101,548 shares of Schwab International Small-Cap Equity ETF worth $4.89M as of Q2 2026.
  • Concurrent Investment Advisors bought 14,638 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $726K.
  • Schwab International Small-Cap Equity ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #445 holding.
  • Concurrent Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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