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Concurrent Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.99M Buy
180,044
+29,976
+20% +$808K 0.04% 434
2026
Q1 		$3.71M Buy
150,068
+34,609
+30% +$880K 0.04% 428
2025
Q4 		$2.78M Buy
115,459
+9,383
+9% +$223K 0.03% 472
2025
Q3 		$2.47M Buy
106,076
+16,231
+18% +$367K 0.04% 407
2025
Q2 		$1.99M Buy
89,845
+27,896
+45% +$581K 0.04% 433
2025
Q1 		$1.23M Buy
61,949
+11,942
+24% +$234K 0.03% 487
2024
Q4 		$925K Buy
50,007
+11,119
+29% +$217K 0.02% 514
2024
Q3 		$800K Buy
38,888
+10,768
+38% +$213K 0.02% 519
2024
Q2 		$540K Buy
28,120
+7,414
+36% +$143K 0.02% 562
2024
Q1 		$404K Sell
20,706
-2,648
-11% -$49.5K 0.02% 606
2023
Q4 		$432K Buy
+23,354
New +$405K 0.02% 526

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab International Equity ETF (SCHF) stake by 20% in Q2 2026, buying an estimated $808K and bringing the position to 180,044 shares worth $4.99M. The position accounts for 0.04% of the portfolio, ranked #434.

Concurrent Investment Advisors first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Concurrent Investment Advisors held 180,044 shares of Schwab International Equity ETF worth $4.99M as of Q2 2026.
  • Concurrent Investment Advisors bought 29,976 Schwab International Equity ETF shares in Q2 2026, an estimated $808K.
  • Schwab International Equity ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #434 holding.
  • Concurrent Investment Advisors first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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