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

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

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 300,197 shares of SCHA stock, worth $8.23 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares
300,197
Previous 291,408 3.02%
Holding current value
$8.23 Million
Previous $7.37 Million 13.61%
% of portfolio
3.1%
Previous 2.99%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$25.29 - $28.33 $222,273 - $248,992
8,789 Added 3.02%
300,197 $8.38 Million
Q2 2025

Jul 28, 2025
SELL
$20.42 - $25.3 $63,649 - $78,860
-3,117 Reduced 1.06%
291,408 $7.37 Million
Q1 2025

Apr 29, 2025
BUY
$23.16 - $27.04 $29,181 - $34,070
1,260 Added 0.43%
294,525 $6.9 Million
Q4 2024

Jan 29, 2025
BUY
$25.33 - $51.16 $3.79 Million - $7.65 Million
149,460 Added 103.93%
293,265 $7.58 Million
Q3 2024

Oct 30, 2024
BUY
$46.9 - $51.96 $167,479 - $185,549
3,571 Added 2.55%
143,805 $7.41 Million
Q2 2024

Jul 29, 2024
SELL
$45.24 - $49.04 $495,649 - $537,282
-10,956 Reduced 7.25%
140,234 $6.65 Million
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
$38.25 - $43.54 $160,841 - $183,085
4,205 Added 2.83%
152,861 $0
Q3 2022

Oct 25, 2022
SELL
$37.65 - $45.9 $43,598 - $53,152
-1,158 Reduced 0.77%
148,656 $5.62 Million
Q2 2022

Jul 25, 2022
BUY
$37.88 - $48.01 $74,775 - $94,771
1,974 Added 1.34%
149,814 $5.84 Million
Q1 2022

Apr 29, 2022
BUY
$44.42 - $51.73 $3.39 Million - $3.95 Million
76,369 Added 106.85%
147,840 $7 Million
Q4 2021

Feb 15, 2022
BUY
$48.64 - $55.07 $3.48 Million - $3.94 Million
71,471 New
71,471 $7.32 Million

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
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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