Strategic Financial Concepts, LLC: SCHD position timeline

Strategic Financial Concepts, LLC held 122,864 SCHD 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 122,864 shares

   Change vs previous 13F -59,611 shares

   1.16% of the 13F portfolio, value $3,895,695.

   13F-HR 0001754960-26-000646 filed by Strategic Financial Concepts, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 182,475 shares

   Change vs previous 13F +115,907 shares

   1.38% of the 13F portfolio, value $5,599,251.

   13F-HR 0001754960-26-000380 filed by Strategic Financial Concepts, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 66,568 shares

   Change vs previous 13F -54,455 shares

   1.67% of the 13F portfolio, value $1,825,962.

   13F-HR 0001754960-26-000163 filed by Strategic Financial Concepts, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 121,023 shares

   Change vs previous 13F +1,461 shares

   0.48% of the 13F portfolio, value $3,286,968.

   13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 119,562 shares

   Change vs previous 13F -83,639 shares

   0.45% of the 13F portfolio, value $3,168,390.

   13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 203,201 shares

   Change vs previous 13F +5,032 shares

   1.07% of the 13F portfolio, value $5,681,493.

   13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F/A 198,169 shares

   Change vs previous 13F +160,307 shares

   1.04% of the 13F portfolio, value $5,413,981.

   13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 37,862 shares

   Change vs previous 13F not available

   1.02% of the 13F portfolio, value $3,200,491.

   13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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