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Schwab Strategic Tr us lrg cap etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 502k 26.34
2025-06-30 $11M 458k 24.44
2025-03-31 $11M 516k 22.08
2024-12-31 $8.7M 375k 23.18

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NVIDIA Corporation Put Option (NVDA)
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Amazon (AMZN)
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Pimco Etf Tr Active Bd Etf (BOND)
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Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf