SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,568 Value ($000) $348 Avg Close — Range —
Q3 2025
Shares 9,243 Value ($000) $274 Avg Close — Range —