Strategic Financial Concepts, LLC Schwab Strategic Tr Us Emergin Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 13,739 shares of SCHE stock, worth $426,183. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,739

Previous 13,988 1.78%

Holding current value

$426,183

Previous $386 Million 7.37%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$24.38 - $30.18 $6,070 - $7,514	-249 Reduced 1.78%	13,739 $414 Million
Q1 2025 Apr 28, 2025	BUY	$25.81 - $28.52 $19,512 - $21,561	756 Added 5.71%	13,988 $386 Million
Q4 2024 Jan 30, 2025	SELL	$26.63 - $30.23 $9.03 Million - $10.3 Million	-339,140 Reduced 96.24%	13,232 $352 Million
Q4 2024 Jan 27, 2025	BUY	$26.63 - $30.23 $9.01 Million - $10.2 Million	338,374 Added 2417.3%	352,372 $352 Million
Q3 2024 Nov 12, 2024	SELL	$25.45 - $29.53 $8.9 Million - $10.3 Million	-349,885 Reduced 96.15%	13,998 $408 Million
Q2 2024 Aug 06, 2024	BUY	$24.67 - $27.2 $8.71 Million - $9.6 Million	352,976 Added 3236.23%	363,883 $13.8 Million
Q1 2024 Apr 22, 2024	BUY	$23.47 - $25.45 $255,987 - $277,583	10,907 New	10,907 $275 Million

Others Institutions Holding SCHE

# of Institutions

862

Shares Held

151M

Call Options Held

27.8K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

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Strategic Financial Concepts, LLC Schwab Strategic Tr Us Emergin Transaction History