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Strategic Financial Concepts, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on SCHB, newest first. How the timeline and the estimate are built.

Strategic Financial Concepts, LLC held 240,370 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,370 shares
    Change vs previous 13F -62,298 shares

    2.07% of the 13F portfolio, value $6,959,714.

    13F-HR 0001754960-26-000646 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 302,668 shares
    Change vs previous 13F +292,779 shares

    1.87% of the 13F portfolio, value $7,596,958.

    13F-HR 0001754960-26-000380 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,889 shares
    Change vs previous 13F -274,892 shares

    0.24% of the 13F portfolio, value $259,380.

    13F-HR 0001754960-26-000163 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 284,781 shares
    Change vs previous 13F +72,319 shares

    1.06% of the 13F portfolio, value $7,321,724.

    13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 212,462 shares
    Change vs previous 13F -13,965 shares

    0.71% of the 13F portfolio, value $5,062,479.

    13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 226,427 shares
    Change vs previous 13F -1,795 shares

    0.91% of the 13F portfolio, value $4,874,964.

    13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 228,222 shares
    Change vs previous 13F +152,987 shares

    0.99% of the 13F portfolio, value $5,180,641.

    13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,235 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,004,657.

    13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).