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Concurrent Investment Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Sell
111,528
-4,408
-4% -$99.8K 0.02% 647
2026
Q1 		$2.63M Buy
115,936
+92,270
+390% +$2.12M 0.03% 531
2025
Q4 		$544K Buy
23,666
+6,116
+35% +$141K 0.01% 1111
2025
Q3 		$405K Buy
17,550
+3,954
+29% +$90.3K 0.01% 1014
2025
Q2 		$309K Buy
+13,596
New +$303K 0.01% 1055

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 3.8% in Q2 2026, selling an estimated $99.8K and leaving 111,528 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #647.

Concurrent Investment Advisors first reported a position in SCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q1 2026. 112 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Concurrent Investment Advisors held 111,528 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.52M as of Q2 2026.
  • Concurrent Investment Advisors sold 4,408 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $99.8K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #647 holding.
  • Concurrent Investment Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.63M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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