A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 31,284 shares of SCHP stock, worth $835,595. This represents 0.12% of its overall portfolio holdings.

Number of Shares
31,284
Previous 23,087 35.5%
Holding current value
$835,595
Previous $621 Million 34.45%
% of portfolio
0.12%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$26.18 - $26.93 $214,597 - $220,745
8,197 Added 35.5%
31,284 $835 Million
Q1 2025

Apr 28, 2025

BUY
$25.69 - $26.89 $140,447 - $147,007
5,467 Added 31.03%
23,087 $621 Million
Q4 2024

Jan 30, 2025

SELL
$25.74 - $53.78 $11.2 Million - $23.4 Million
-434,975 Reduced 96.11%
17,620 $455 Million
Q4 2024

Jan 27, 2025

BUY
$25.74 - $53.78 $11.4 Million - $23.9 Million
444,009 Added 5171.31%
452,595 $455 Million
Q3 2024

Nov 12, 2024

SELL
$51.58 - $53.79 $21.1 Million - $22 Million
-408,664 Reduced 97.94%
8,586 $460 Million
Q2 2024

Aug 06, 2024

BUY
$51.1 - $52.24 $20.9 Million - $21.4 Million
409,616 Added 5365.68%
417,250 $7.96 Million
Q1 2024

Apr 22, 2024

BUY
$51.32 - $52.45 $391,776 - $400,403
7,634 New
7,634 $398 Million
Q3 2023

Nov 07, 2023

BUY
$50.37 - $52.48 $275,523 - $287,065
5,470 New
5,470 $276 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.