SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q2 2025
Shares 10,751 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 4,608 Value ($000) $229 Avg Close — Range —