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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 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 9,807 shares of SCHV stock, worth $258,120. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,807
Previous 3,320 195.39%
Holding current value
$258,120
Previous $266,000 4.14%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 29, 2025
BUY
$25.79 - $80.4 $167,299 - $521,554
6,487 Added 195.39%
9,807 $255,000
Q3 2024

Oct 30, 2024
SELL
$73.43 - $80.37 $11,308 - $12,376
-154 Reduced 4.43%
3,320 $266,000
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
886
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
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More about SCHV
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