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

Concurrent Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.94M Sell
202,003
-96,994
-32% -$2.77M 0.05% 392
2026
Q1 		$7.67M Buy
298,997
+7,761
+3% +$208K 0.08% 261
2025
Q4 		$7.84M Sell
291,236
-210,292
-42% -$5.62M 0.09% 237
2025
Q3 		$13.2M Buy
501,528
+43,142
+9% +$1.1M 0.23% 94
2025
Q2 		$11.2M Sell
458,386
-57,951
-11% -$1.31M 0.22% 101
2025
Q1 		$11.4M Buy
516,337
+141,554
+38% +$3.3M 0.28% 83
2024
Q4 		$8.69M Buy
+374,783
New +$8.73M 0.23% 94

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 32% in Q2 2026, selling an estimated $2.77M and leaving 202,003 shares worth $5.94M. The position accounts for 0.05% of the portfolio, ranked #392.

Concurrent Investment Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Concurrent Investment Advisors held 202,003 shares of Schwab US Large- Cap ETF worth $5.94M as of Q2 2026.
  • Concurrent Investment Advisors sold 96,994 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.77M.
  • Schwab US Large- Cap ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #392 holding.
  • Concurrent Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Schwab US Large- Cap ETF position peaked at $13.2M in Q3 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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