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Schwab Intl Small Cap Equity ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 87k 46.74
2025-12-31 $875k 19k 45.53
2025-09-30 $496k 11k 45.51
2025-06-30 $474k 11k 42.59
2025-03-31 $290k 8.1k 35.88

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Schwab Intl Small Cap Equity ETF

Tiaa-cref Individual & Institutional Services
Creative Planning
Savant Capital Management
BlackRock
SageView Advisory Group
McAdam
Pnc Financial Services
State Street Corporation
Mather Group
Jones Financial Companies, L.L
Colony
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
Rsm Us Wealth Management
Envestnet Asset Management

View all funds holding Schwab Intl Small Cap Equity ETF