Strategic Financial Concepts, LLC Schwab Strategic U.S. Reit ETF Transaction History

Strategic Financial Concepts, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$18.53 - $20.2 $622,255 - $678,336	33,581 New	33,581 $1.56 Million
Q3 2023 Nov 07, 2023	SELL	$17.52 - $20.27 $26,297 - $30,425	-1,501 Reduced 5.56%	25,475 $452 Million
Q2 2023 Sep 06, 2023	SELL	$18.34 - $19.64 $6,088 - $6,520	-332 Reduced 1.22%	26,976 $527 Million
Q1 2023 Sep 06, 2023	BUY	$18.01 - $21.78 $491,817 - $594,768	27,308 New	27,308 $533 Million

531

175M

22.2K

84.6K

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

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