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Concurrent Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Concurrent Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.2M Sell
458,386
-57,951
-11% -$1.42M 0.22% 101
2025
Q1 		$11.4M Buy
516,337
+141,554
+38% +$3.13M 0.28% 83
2024
Q4 		$8.69M Buy
+374,783
New +$8.69M 0.23% 93