Morris Financial Concepts, Inc. Schwab Strategic Tr Us Large C Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,387 shares of SCHG stock, worth $67,217. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,387Holding current value
$67,217% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$317 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$308 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$275 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$269 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$137 Million5.48% of portfolio