Strategic Financial Concepts, LLC Schwab Strategic Tr Us Broad M Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 212,462 shares of SCHB stock, worth $5.21 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
212,462
Previous 226,427 6.17%
Holding current value
$5.21 Million
Previous $4.87 Billion 3.85%
% of portfolio
0.71%
Previous 0.91%

Shares

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

Aug 05, 2025
SELL
$19.1 - $23.83 $266,731 - $332,785
-13,965 Reduced 6.17%
212,462 $5.06 Billion
Q1 2025

Apr 28, 2025
SELL
$21.23 - $23.75 $38,107 - $42,631
-1,795 Reduced 0.79%
226,427 $4.87 Billion
Q4 2024

Jan 30, 2025
SELL
$22.01 - $66.82 $104 Million - $316 Million
-4,731,470 Reduced 95.4%
228,222 $5.18 Billion
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $108 Million - $326 Million
4,884,457 Added 6492.27%
4,959,692 $5.18 Billion
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $277 Million - $307 Million
-4,621,101 Reduced 98.4%
75,235 $5 Billion
Q2 2024

Aug 06, 2024
BUY
$57.57 - $63.3 $266 Million - $293 Million
4,621,937 Added 6212.36%
4,696,336 $291 Million
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $4.06 Million - $4.54 Million
74,399 New
74,399 $4.54 Billion
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $135,132 - $145,978
2,725 Added 3.94%
71,890 $3.58 Billion
Q2 2023

Sep 06, 2023
SELL
$47.08 - $51.7 $11,063 - $12,149
-235 Reduced 0.34%
69,165 $3.58 Billion
Q1 2023

Sep 06, 2023
BUY
$44.47 - $49.23 $3.09 Million - $3.42 Million
69,400 New
69,400 $3.32 Billion

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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