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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concurrent Investment Advisors's SCHD Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q1 2026, selling an estimated $1.83M and leaving 348,107 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #191.

Concurrent Investment Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.5M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Concurrent Investment Advisors held 348,107 shares of Schwab US Dividend Equity ETF worth $10.7M as of Q1 2026.
Concurrent Investment Advisors sold 60,208 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.83M.
Schwab US Dividend Equity ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q1 2026, its #191 holding.
Concurrent Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Schwab US Dividend Equity ETF position peaked at $12.5M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.