Morris Financial Concepts, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Morris Financial Concepts, Inc.

$206 Million
Q2 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 5,331 shares of SCHF stock, worth $216,705. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,331

Previous 5,171 3.09%

Holding current value

$216,705

Previous $201,000 1.49%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$37.19 - $39.82 $5,950 - $6,371	160 Added 3.09%	5,331 $204,000
Q3 2023 Oct 24, 2023	BUY	$33.82 - $36.71 $3,551 - $3,854	105 Added 2.07%	5,171 $175,000
Q1 2023 May 10, 2023	BUY	$32.42 - $35.44 $111,751 - $122,161	3,447 Added 212.91%	5,066 $176,000
Q4 2022 Jan 19, 2023	SELL	$28.0 - $33.87 $1,372 - $1,659	-49 Reduced 2.94%	1,619 $0
Q2 2022 Jul 25, 2022	SELL	$31.13 - $37.19 $26,896 - $32,132	-864 Reduced 34.12%	1,668 $52,000
Q1 2022 Apr 29, 2022	BUY	$33.67 - $39.47 $4,444 - $5,210	132 Added 5.5%	2,532 $93,000
Q4 2021 Feb 15, 2022	BUY	$37.77 - $40.6 $90,648 - $97,440	2,400 New	2,400 $93,000

Others Institutions Holding SCHF

# of Institutions

1,196

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

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About SCHWAB STRATEGIC TR INTL EQTY

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Morris Financial Concepts, Inc. Schwab Strategic Tr Intl Eqty Transaction History