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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Concurrent Investment Advisors's SCHX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q1 2026, buying an estimated $208K and bringing the position to 298,997 shares worth $7.67M. The position accounts for 0.08% of the portfolio, ranked #261.

Concurrent Investment Advisors first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Concurrent Investment Advisors held 298,997 shares of Schwab US Large- Cap ETF worth $7.67M as of Q1 2026.
Concurrent Investment Advisors bought 7,761 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $208K.
Schwab US Large- Cap ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #261 holding.
Concurrent Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's Schwab US Large- Cap ETF position peaked at $13.2M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.