Morris Financial Concepts, Inc. Schwab Strategic Tr Us Dividen Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 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 10,545 shares of SCHD stock, worth $293,467. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,545
Previous 3,515 200.0%
Holding current value
$293,467
Previous $297,000 3.03%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $189,317 - $597,198
7,030 Added 200.0%
10,545 $288,000
Q1 2023

May 10, 2023
SELL
$70.28 - $78.03 $3,162 - $3,511
-45 Reduced 1.26%
3,515 $257,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $267,498 - $291,706
3,560 New
3,560 $281,000

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email