SFC
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Strategic Financial Concepts’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Financial Concepts’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-168,948
Closed -$878 – 638
2024
Q2 		$878 Buy
+168,948
New +$3.49M ﹤0.01% 617

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Strategic Financial Concepts's SCHX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 168,948 shares — an estimated $878 sold.

Strategic Financial Concepts first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $878 in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 168,948 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $878.
  • Strategic Financial Concepts first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Schwab US Large- Cap ETF position peaked at $878 in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.