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Concurrent Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601K Buy
16,309
+1,833
+13% +$63.1K 0.01% 1297
2026
Q1 		$448K Buy
14,476
+2,908
+25% +$92.6K ﹤0.01% 1273
2025
Q4 		$348K Buy
11,568
+2,325
+25% +$69.3K ﹤0.01% 1311
2025
Q3 		$274K Buy
+9,243
New +$269K ﹤0.01% 1190

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q2 2026, buying an estimated $63.1K and bringing the position to 16,309 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1297.

Concurrent Investment Advisors first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Concurrent Investment Advisors held 16,309 shares of Schwab US Mid-Cap ETF worth $601K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,833 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $63.1K.
  • Schwab US Mid-Cap ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1297 holding.
  • Concurrent Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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