Concurrent Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7M	Buy	400,330 +52,223	+15%	+$1.66M	0.11%	204
2026 Q1	$10.7M	Sell	348,107 -60,208	-15%	-$1.83M	0.12%	191
2025 Q4	$11.2M	Sell	408,315 -32,082	-7%	-$872K	0.13%	167
2025 Q3	$12M	Sell	440,397 -26,249	-6%	-$716K	0.21%	102
2025 Q2	$12.4M	Buy	466,646 +20,265	+5%	+$529K	0.24%	90
2025 Q1	$12.5M	Buy	446,381 +259,146	+138%	+$7.22M	0.3%	69
2024 Q4	$5.12M	Buy	187,235 +34,493	+23%	+$981K	0.14%	156
2024 Q3	$4.3M	Buy	152,742 +81,420	+114%	+$2.22M	0.13%	171
2024 Q2	$1.85M	Buy	71,322 +14,307	+25%	+$372K	0.06%	293
2024 Q1	$1.53M	Buy	57,015 +43,842	+333%	+$1.13M	0.06%	289
2023 Q4	$334K	Buy	+13,173	New	+$314K	0.02%	618

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, buying an estimated $1.66M and bringing the position to 400,330 shares worth $12.7M. The position accounts for 0.11% of the portfolio, ranked #204.

Concurrent Investment Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Concurrent Investment Advisors held 400,330 shares of Schwab US Dividend Equity ETF worth $12.7M as of Q2 2026.
Concurrent Investment Advisors bought 52,223 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.66M.
Schwab US Dividend Equity ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #204 holding.
Concurrent Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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