Concurrent Investment Advisors, LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 2001015
Tampa, FL
All Filings in SCHJ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $397,998 | 16,097 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SCHJ | $456,217 | 18,322 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SCHJ | $337,805 | 13,542 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||