Concurrent Investment Advisors, LLC
Position in SCUS — Schwab Ultra-Short Income ETF
CIK 2001015
Tampa, FL
All Filings in SCUS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCUS | $1,774,936 | 70,434 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SCUS | $2,047,788 | 81,326 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SCUS | $2,102,895 | 83,283 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||