SCHWAB STRATEGIC TR

Ticker: SCUS CUSIP: 808524623 Class: ETF

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

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

Q4 2025
Shares 81,326 Value ($000) $2,048 Avg Close — Range —
Q3 2025
Shares 83,283 Value ($000) $2,103 Avg Close — Range —