Morris Financial Concepts, Inc. Schwab Strategic Tr Us Emergin Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 8,560 shares of SCHE stock, worth $233,431. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,560
Previous 12,165
29.63%
Holding current value
$233,431
Previous $354,000
35.88%
% of portfolio
0.1%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
796Shares Held
140MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$579 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$524 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio