Morris Financial Concepts, Inc. Schwab Strategic Tr Us Dividen Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,515 shares of SCHD stock, worth $297,544. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,515
Previous 3,515
-0.0%
Holding current value
$297,544
Previous $283,000
3.53%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio