Morris Financial Concepts, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 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 1,227 shares of SCHM stock, worth $97,742. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,227
Previous 2,204 44.33%
Holding current value
$97,742
Previous $166,000 40.36%
% of portfolio
0.05%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$72.89 - $81.43 $71,213 - $79,557
-977 Reduced 44.33%
1,227 $99,000
Q4 2023

Jan 29, 2024
SELL
$63.01 - $75.95 $25,708 - $30,987
-408 Reduced 15.62%
2,204 $166,000
Q3 2023

Oct 24, 2023
SELL
$66.75 - $73.98 $55,602 - $61,625
-833 Reduced 24.18%
2,612 $176,000
Q2 2023

Aug 09, 2023
SELL
$65.29 - $71.03 $666,349 - $724,932
-10,206 Reduced 74.76%
3,445 $244,000
Q1 2023

May 10, 2023
SELL
$64.24 - $73.9 $268,972 - $309,419
-4,187 Reduced 23.47%
13,651 $926,000
Q4 2022

Jan 19, 2023
SELL
$64.3 - $69.94 $235,723 - $256,400
-3,666 Reduced 17.05%
17,838 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-998 Reduced 4.44%
21,504 $1.3 Million
Q2 2022

Jul 25, 2022
BUY
N/A
434 Added 1.97%
22,502 $1.41 Million
Q1 2022

Apr 29, 2022
BUY
N/A
771 Added 3.62%
22,068 $1.67 Million
Q4 2021

Feb 15, 2022
BUY
N/A
21,297 New
21,297 $1.71 Million

Others Institutions Holding SCHM

# of Institutions
899
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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