Morris Financial Concepts, Inc. Schwab Fundamental U S Small C Transaction History

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 6,407 shares of FNDA stock, worth $188,429. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,407
Previous 7,835 18.23%
Holding current value
$188,429
Previous $214,000 14.49%
% of portfolio
0.07%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$23.85 - $28.69 $34,057 - $40,969
-1,428 Reduced 18.23%
6,407 $183,000
Q4 2024

Jan 29, 2025
BUY
$29.26 - $59.11 $113,704 - $229,701
3,886 Added 98.4%
7,835 $232,000
Q3 2024

Oct 30, 2024
SELL
$54.26 - $60.01 $542 - $600
-10 Reduced 0.25%
3,949 $235,000
Q2 2024

Jul 29, 2024
SELL
$52.82 - $57.21 $24,719 - $26,774
-468 Reduced 10.57%
3,959 $217,000
Q1 2024

Apr 18, 2024
SELL
$52.35 - $57.03 $46,015 - $50,129
-879 Reduced 16.57%
4,427 $252,000
Q4 2023

Jan 29, 2024
SELL
$44.98 - $56.11 $11,514 - $14,364
-256 Reduced 4.6%
5,306 $293,000
Q3 2023

Oct 24, 2023
SELL
$47.76 - $53.58 $1,671 - $1,875
-35 Reduced 0.63%
5,562 $269,000
Q2 2023

Aug 09, 2023
SELL
$46.06 - $50.45 $460 - $504
-10 Reduced 0.18%
5,597 $282,000
Q4 2022

Jan 19, 2023
SELL
$43.53 - $50.11 $27,423 - $31,569
-630 Reduced 10.1%
5,607 $0
Q3 2022

Oct 25, 2022
BUY
$42.52 - $52.23 $24,916 - $30,606
586 Added 10.37%
6,237 $265,000
Q2 2022

Jul 25, 2022
SELL
$44.28 - $53.81 $221 - $269
-5 Reduced 0.09%
5,651 $256,000
Q1 2022

Apr 29, 2022
SELL
$50.55 - $56.5 $27,701 - $30,962
-548 Reduced 8.83%
5,656 $302,000
Q4 2021

Feb 15, 2022
BUY
$52.31 - $57.77 $324,531 - $358,405
6,204 New
6,204 $345,000

Others Institutions Holding FNDA

# of Institutions
458
Shares Held
248M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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