SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2025
Shares 18,322 Value ($000) $456 Avg Close — Range —
Q3 2025
Shares 13,542 Value ($000) $338 Avg Close — Range —