Concurrent Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.36M	Buy
2025 Q2	$1.23M	Buy
2025 Q1	$844K	Sell
2024 Q4	$937K	Buy
2024 Q3	$867K	Buy