Concurrent Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08M	Buy	88,523 +7,601	+9%	+$250K	0.03%	578
2026 Q1	$2.47M	Sell	80,922 -1,712	-2%	-$53.3K	0.03%	549
2025 Q4	$2.45M	Sell	82,634 -1,703	-2%	-$49.8K	0.03%	513
2025 Q3	$2.46M	Sell	84,337 -940	-1%	-$26.7K	0.04%	410
2025 Q2	$2.36M	Buy	85,277 +17,767	+26%	+$467K	0.05%	392
2025 Q1	$1.79M	Sell	67,510 -2,362	-3%	-$63.4K	0.04%	387
2024 Q4	$1.82M	Buy	69,872 +3,173	+5%	+$85.7K	0.05%	345
2024 Q3	$1.79M	Buy	+66,699	New	+$1.71M	0.05%	344

Other funds holding SCHV

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.4% in Q2 2026, buying an estimated $250K and bringing the position to 88,523 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #578.

Concurrent Investment Advisors first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 426 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Concurrent Investment Advisors held 88,523 shares of Schwab US Large-Cap Value ETF worth $3.08M as of Q2 2026.
Concurrent Investment Advisors bought 7,601 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $250K.
Schwab US Large-Cap Value ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #578 holding.
Concurrent Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
426 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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