Morris Financial Concepts, Inc. Schwab Fundamental Emerging Mk Transaction History

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,831 shares of FNDE stock, worth $95,489. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,831
Previous 2,890 2.04%
Holding current value
$95,489
Previous $89,000 4.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 28, 2025
SELL
$26.66 - $33.09 $1,572 - $1,952
-59 Reduced 2.04%
2,831 $93,000
Q1 2025

Apr 29, 2025
SELL
$28.11 - $32.0 $449 - $512
-16 Reduced 0.55%
2,890 $89,000
Q4 2024

Jan 29, 2025
SELL
$28.89 - $33.95 $2,397 - $2,817
-83 Reduced 2.78%
2,906 $84,000
Q3 2024

Oct 30, 2024
SELL
$28.02 - $32.68 $532 - $620
-19 Reduced 0.63%
2,989 $96,000
Q2 2024

Jul 29, 2024
SELL
$27.2 - $30.7 $1,305 - $1,473
-48 Reduced 1.57%
3,008 $88,000
Q1 2024

Apr 18, 2024
SELL
$25.58 - $27.83 $537 - $584
-21 Reduced 0.68%
3,056 $84,000
Q1 2023

May 10, 2023
SELL
$24.92 - $27.41 $1,270 - $1,397
-51 Reduced 1.63%
3,077 $80,000
Q4 2022

Jan 19, 2023
BUY
$23.19 - $26.37 $14,725 - $16,744
635 Added 25.47%
3,128 $0
Q3 2022

Oct 25, 2022
SELL
$23.43 - $26.69 $609 - $693
-26 Reduced 1.03%
2,493 $58,000
Q2 2022

Jul 25, 2022
SELL
$25.56 - $29.71 $4,549 - $5,288
-178 Reduced 6.6%
2,519 $65,000
Q1 2022

Apr 29, 2022
BUY
$26.69 - $33.2 $2,829 - $3,519
106 Added 4.09%
2,697 $78,000
Q4 2021

Feb 15, 2022
BUY
$30.22 - $33.49 $78,300 - $86,772
2,591 New
2,591 $80,000

Others Institutions Holding FNDE

# of Institutions
405
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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