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 $240,621. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,560
Previous 12,165 29.63%
Holding current value
$240,621
Previous $354,000 35.88%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Jan 29, 2025
SELL
$26.63 - $30.23 $96,001 - $108,979
-3,605 Reduced 29.63%
8,560 $227,000
Q3 2024

Oct 30, 2024
SELL
$25.45 - $29.53 $2,977 - $3,455
-117 Reduced 0.95%
12,165 $354,000
Q2 2024

Jul 29, 2024
SELL
$24.67 - $27.2 $13,963 - $15,395
-566 Reduced 4.41%
12,282 $326,000
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
$21.59 - $24.95 $28,347 - $32,759
-1,313 Reduced 8.69%
13,790 $0
Q3 2022

Oct 25, 2022
BUY
$22.4 - $25.83 $31,740 - $36,601
1,417 Added 10.35%
15,103 $338,000
Q2 2022

Jul 25, 2022
BUY
$24.51 - $28.87 $15,661 - $18,447
639 Added 4.9%
13,686 $347,000
Q4 2021

Feb 15, 2022
BUY
$28.68 - $31.96 $374,187 - $416,982
13,047 New
13,047 $386,000

Others Institutions Holding SCHE

# of Institutions
831
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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