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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.2M	Sell
2025 Q1	$11.4M	Buy
2024 Q4	$8.69M	Buy