Morris Financial Concepts, Inc. Schwab Strategic Tr Us Large C Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
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 9,621 shares of SCHV stock, worth $245,816. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,621
Previous 9,807
1.9%
Holding current value
$245,816
Previous $255,000
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
905Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.41 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$994 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$843 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$421 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$258 Million0.66% of portfolio