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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 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 11,247 shares of SCHC stock, worth $406,691. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,247
Previous 11,344 0.86%
Holding current value
$406,691
Previous $437,000 11.67%
% of portfolio
0.17%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$33.93 - $38.37 $3,291 - $3,721
-97 Reduced 0.86%
11,247 $386,000
Q3 2024

Oct 30, 2024
SELL
$34.48 - $38.87 $8,206 - $9,251
-238 Reduced 2.05%
11,344 $437,000
Q2 2024

Jul 29, 2024
SELL
$34.12 - $36.71 $30,230 - $32,525
-886 Reduced 7.11%
11,582 $412,000
Q1 2024

Apr 18, 2024
SELL
$33.2 - $35.86 $104,513 - $112,887
-3,148 Reduced 20.16%
12,468 $446,000
Q4 2023

Jan 29, 2024
SELL
$30.0 - $35.05 $6,090 - $7,115
-203 Reduced 1.28%
15,616 $544,000
Q3 2023

Oct 24, 2023
SELL
$32.0 - $35.51 $1,888 - $2,095
-59 Reduced 0.37%
15,819 $510,000
Q2 2023

Aug 09, 2023
SELL
$32.67 - $34.58 $10,095 - $10,685
-309 Reduced 1.91%
15,878 $536,000
Q1 2023

May 10, 2023
SELL
$31.54 - $34.93 $29,773 - $32,973
-944 Reduced 5.51%
16,187 $545,000
Q4 2022

Jan 19, 2023
BUY
$27.31 - $32.98 $41,074 - $49,601
1,504 Added 9.62%
17,131 $0
Q3 2022

Oct 25, 2022
BUY
$27.46 - $34.27 $549 - $685
20 Added 0.13%
15,627 $434,000
Q2 2022

Jul 25, 2022
SELL
$31.0 - $38.49 $9,765 - $12,124
-315 Reduced 1.98%
15,607 $487,000
Q1 2022

Apr 29, 2022
BUY
$34.89 - $41.24 $767 - $907
22 Added 0.14%
15,922 $605,000
Q4 2021

Feb 15, 2022
BUY
$39.06 - $43.63 $621,054 - $693,717
15,900 New
15,900 $651,000

Others Institutions Holding SCHC

# of Institutions
455
Shares Held
46.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
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