Morris Financial Concepts, Inc. Schwab Strategic Tr Us Large C Transaction History

Morris Financial Concepts, Inc.

  • $206 Million
  • Q2 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,474 shares of SCHV stock, worth $278,684. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,474
Previous 4,773 27.22%
Holding current value
$278,684
Previous $362,000 29.01%
% of portfolio
0.12%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$71.74 - $75.86 $93,190 - $98,542
-1,299 Reduced 27.22%
3,474 $257,000
Q1 2024

Apr 18, 2024
SELL
$68.82 - $75.98 $96,898 - $106,979
-1,408 Reduced 22.78%
4,773 $362,000
Q4 2023

Jan 29, 2024
SELL
$61.16 - $70.24 $4,403 - $5,057
-72 Reduced 1.15%
6,181 $433,000
Q3 2023

Oct 24, 2023
SELL
$64.45 - $69.39 $1,869 - $2,012
-29 Reduced 0.46%
6,253 $403,000
Q2 2023

Aug 09, 2023
BUY
$63.33 - $67.21 $3,863 - $4,099
61 Added 0.98%
6,282 $421,000
Q1 2023

May 10, 2023
SELL
$62.59 - $69.3 $5,946 - $6,583
-95 Reduced 1.5%
6,221 $407,000
Q4 2022

Jan 19, 2023
SELL
$59.13 - $69.24 $13,599 - $15,925
-230 Reduced 3.51%
6,316 $0
Q3 2022

Oct 25, 2022
BUY
$58.51 - $69.02 $6,845 - $8,075
117 Added 1.82%
6,546 $383,000
Q2 2022

Jul 25, 2022
SELL
$60.93 - $72.3 $5,544 - $6,579
-91 Reduced 1.4%
6,429 $401,000
Q1 2022

Apr 29, 2022
SELL
$67.71 - $74.19 $31,552 - $34,572
-466 Reduced 6.67%
6,520 $465,000
Q4 2021

Feb 15, 2022
BUY
$67.9 - $73.3 $474,349 - $512,073
6,986 New
6,986 $512,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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