Morris Financial Concepts, Inc. Schwab Strategic Tr Us Small C Transaction History

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 151,190 shares of SCHA stock, worth $7.13 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
151,190
Previous 165,993 8.92%
Holding current value
$7.13 Million
Previous $7.84 Million 5.06%
% of portfolio
3.84%
Previous 4.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$44.84 - $49.24 $663,766 - $728,899
-14,803 Reduced 8.92%
151,190 $7.44 Million
Q4 2023

Jan 29, 2024
BUY
$38.13 - $48.02 $142,873 - $179,930
3,747 Added 2.31%
165,993 $7.84 Million
Q3 2023

Oct 24, 2023
BUY
$40.85 - $46.1 $66,054 - $74,543
1,617 Added 1.01%
162,246 $6.72 Million
Q2 2023

Aug 09, 2023
BUY
$39.91 - $43.82 $37,355 - $41,015
936 Added 0.59%
160,629 $7.04 Million
Q1 2023

May 10, 2023
BUY
$39.82 - $46.36 $272,050 - $316,731
6,832 Added 4.47%
159,693 $6.7 Million
Q4 2022

Jan 19, 2023
BUY
$39.61 - $43.54 $166,560 - $183,085
4,205 Added 2.83%
152,861 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-1,158 Reduced 0.77%
148,656 $5.62 Million
Q2 2022

Jul 25, 2022
BUY
N/A
1,974 Added 1.34%
149,814 $5.84 Million
Q1 2022

Apr 29, 2022
BUY
N/A
76,369 Added 106.85%
147,840 $7 Million
Q4 2021

Feb 15, 2022
BUY
N/A
71,471 New
71,471 $7.32 Million

Others Institutions Holding SCHA

# of Institutions
1,105
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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