Morris Financial Concepts, Inc. Schwab Strategic Tr Us Broad M Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 6,650 shares of SCHB stock, worth $425,733. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,650
Previous 6,650
-0.0%
Holding current value
$425,733
Previous $370,000
9.46%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio