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

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Buy	51,502 +12,282	+31%	+$293K	0.02%	542
2025 Q1	$844K	Sell	39,220 -2,040	-5%	-$43.9K	0.02%	591
2024 Q4	$937K	Buy	41,260 +2,176	+6%	+$49.4K	0.03%	503
2024 Q3	$867K	Buy	+39,084	New	+$867K	0.03%	495