Morris Financial Concepts, Inc. Schwab Intermediate Term Us Tr Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
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 29 shares of SCHR stock, worth $702. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29
Previous 29
-0.0%
Holding current value
$702
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.4 Million0.21% of portfolio