Strategic Financial Concepts, LLC Schwab Strategic U.S. Mid Cap Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 40,020 shares of SCHM stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,020
Holding current value
$1.12 Million
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $1.1 Million - $3.32 Million
40,020 New
40,020 $40.2 Million
Q2 2024

Aug 06, 2024
BUY
$75.69 - $81.19 $2.95 Million - $3.17 Million
39,002 New
39,002 $484,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email