Concurrent Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	10,981 +2,018	+23%	+$46.7K	﹤0.01%	1800
2026 Q1	$208K	Sell	8,963 -211	-2%	-$4.94K	﹤0.01%	1725
2025 Q4	$214K	Buy	9,174 +16	+0.2%	+$376	﹤0.01%	1604
2025 Q3	$215K	Buy	+9,158	New	+$213K	﹤0.01%	1322
2024 Q4	–	Sell	-12,762	Closed	-$303K	–	1204
2024 Q3	$303K	Buy	+12,762	New	+$299K	0.01%	775

Other funds holding SCHZ

APP

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 23% in Q2 2026, buying an estimated $46.7K and bringing the position to 10,981 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Concurrent Investment Advisors first reported a position in SCHZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $303K in Q3 2024. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Concurrent Investment Advisors held 10,981 shares of Schwab US Aggregate Bond ETF worth $254K as of Q2 2026.
Concurrent Investment Advisors bought 2,018 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $46.7K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1800 holding.
Concurrent Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 5 quarters since.
Concurrent Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $303K in Q3 2024.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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