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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 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 58 shares of SCHR stock, worth $1,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 29 100.0%
Holding current value
$1,438
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
448
Shares Held
358M
Call Options Held
2.7K
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
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