Schwab U S Small Cap ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $10M | 276k | 36.13 |
| 2026-03-31 | $1.9M | 64k | 29.09 |
| 2025-12-31 | $1.7M | 60k | 28.48 |
| 2025-09-30 | $1.5M | 54k | 27.90 |
| 2025-06-30 | $1.1M | 42k | 25.30 |
| 2025-03-31 | $893k | 38k | 23.43 |
| 2024-12-31 | $983k | 38k | 25.86 |
| 2024-09-30 | $972k | 19k | 51.50 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors