SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 23,666 Value ($000) $544 Avg Close — Range —
Q3 2025
Shares 17,550 Value ($000) $405 Avg Close — Range —
Q2 2025
Shares 13,596 Value ($000) $309 Avg Close — Range —