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Concurrent Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$269K Buy
+10,751
New +$269K 0.01% 1108
2024
Q1 		– Sell
-4,608
Closed -$229K – 922
2023
Q4 		$229K Buy
+4,608
New +$229K 0.01% 725