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

Morris Financial Concepts, Inc.

$194 Million
Q1 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 12,848 shares of SCHE stock, worth $348,309. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,848

Previous 13,831 7.11%

Holding current value

$348,309

Previous $342,000 5.26%

% of portfolio

0.17%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$23.47 - $25.45 $23,071 - $25,017	-983 Reduced 7.11%	12,848 $324,000
Q4 2023 Jan 29, 2024	SELL	$23.04 - $24.89 $599 - $647	-26 Reduced 0.19%	13,831 $342,000
Q3 2023 Oct 24, 2023	SELL	$23.83 - $26.11 $3,240 - $3,550	-136 Reduced 0.97%	13,857 $331,000
Q2 2023 Aug 09, 2023	SELL	$23.66 - $25.54 $1,301 - $1,404	-55 Reduced 0.39%	13,993 $344,000
Q1 2023 May 10, 2023	BUY	$23.32 - $26.39 $6,016 - $6,808	258 Added 1.87%	14,048 $344,000

Q4 2022 Jan 19, 2023	SELL	$22.0 - $24.95 $28,886 - $32,759	-1,313 Reduced 8.69%	13,790 $0
Q3 2022 Oct 25, 2022	BUY	N/A	1,417 Added 10.35%	15,103 $338,000
Q2 2022 Jul 25, 2022	BUY	N/A	639 Added 4.9%	13,686 $347,000
Q4 2021 Feb 15, 2022	BUY	N/A	13,047 New	13,047 $386,000

Others Institutions Holding SCHE

# of Institutions

764

Shares Held

234M

Call Options Held

26.1K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

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