Morris Financial Concepts, Inc. Schwab Strategic Tr Intl Small Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 2024
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 11,582 shares of SCHC stock, worth $447,296. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,582
Previous 12,468
7.11%
Holding current value
$447,296
Previous $446,000
7.62%
% of portfolio
0.2%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding SCHC
# of Institutions
411Shares Held
88MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA39.7MShares$1.53 Billion0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.47MShares$173 Million0.11% of portfolio
-
Savant Capital, LLC3.5MShares$135 Million1.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.35MShares$90.6 Million0.26% of portfolio
-
Envestnet Asset Management Inc1.72MShares$66.6 Million0.02% of portfolio