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Concurrent Investment Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 400,330 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,330 shares
    Change vs previous 13F +52,223 shares

    0.11% of the 13F portfolio, value $12,694,480.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 348,107 shares
    Change vs previous 13F -60,208 shares

    0.12% of the 13F portfolio, value $10,679,953.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 408,315 shares
    Change vs previous 13F -32,082 shares

    0.13% of the 13F portfolio, value $11,200,088.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 440,397 shares
    Change vs previous 13F -26,249 shares

    0.21% of the 13F portfolio, value $12,022,845.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 466,646 shares
    Change vs previous 13F +20,265 shares

    0.24% of the 13F portfolio, value $12,366,111.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 446,381 shares
    Change vs previous 13F +259,146 shares

    0.3% of the 13F portfolio, value $12,480,821.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 187,235 shares
    Change vs previous 13F +136,321 shares

    0.14% of the 13F portfolio, value $5,115,259.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,914 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,303,781.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).