SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 9,174 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 9,158 Value ($000) $215 Avg Close — Range —
Q3 2024
Shares 6,381 Value ($000) $303 Avg Close — Range —