Morris Financial Concepts, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,460 shares of SCHM stock, worth $64,378. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,460
Previous 820
200.0%
Holding current value
$64,378
Previous $68,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio