Morris Financial Concepts, Inc. Schwab Strategic Tr Intl Small Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 11,124 shares of SCHC stock, worth $420,487. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,124
Previous 11,247
1.09%
Holding current value
$420,487
Previous $386,000
3.37%
% of portfolio
0.17%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding SCHC
# of Institutions
462Shares Held
46.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$188 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$108 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$63.4 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$62.9 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.54MShares$58.3 Million0.02% of portfolio