Morris Financial Concepts, Inc. Schwab Intermediate Term Us Tr Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 58 shares of SCHR stock, worth $1,463. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 58 -0.0%
Holding current value
$1,463
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2025
BUY
$24.19 - $50.58 $701 - $1,466
29 Added 100.0%
58 $1,000
Q4 2021

Feb 15, 2022
BUY
$55.82 - $56.81 $1,618 - $1,647
29 New
29 $2,000

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
375M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email