Strategic Financial Concepts, LLC's ownership history for SCHD

Strategic Financial Concepts, LLC currently holds 121.0K shares with a market value of $3.3M. It started holding SCHD on 2024-09-30. At its peak, it held 3.6M shares on 2024-12-31. Its highest holding value was $5.7M on 2025-03-31. At its lowest, it held 37.9K shares on 2024-09-30, with a value of $3.2M on 2025-06-30. In the recent 180 days, Strategic Financial Concepts, LLC has decreased its shares by 82.2K. In the recent year, Strategic Financial Concepts, LLC has increased its shares by 83.2K.