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 1,377,799 shares of SCHX stock, worth $32.1 Million. This represents 12.98% of its overall portfolio holdings.

Number of Shares

1,377,799

Previous 1,367,701 0.74%

Holding current value

$32.1 Million

Previous $31.7 Million 4.04%

% of portfolio

12.98%

Previous 13.81%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$21.75 - $24.28 $219,631 - $245,179	10,098 Added 0.74%	1,377,799 $30.4 Million
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $20.4 Million - $62.2 Million	910,758 Added 199.32%	1,367,701 $31.7 Million
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $527,318 - $585,477	-8,629 Reduced 1.85%	456,943 $31 Million
Q2 2024 Jul 29, 2024	BUY	$58.7 - $64.78 $2.12 Million - $2.34 Million	36,145 Added 8.42%	465,572 $29.9 Million
Q1 2024 Apr 18, 2024	BUY	$55.41 - $62.08 $2.11 Million - $2.37 Million	38,098 Added 9.74%	429,427 $26.7 Million
Q4 2023 Jan 29, 2024	BUY	$48.47 - $56.6 $327,608 - $382,559	6,759 Added 1.76%	391,329 $22.1 Million
Q3 2023 Oct 24, 2023	SELL	$50.36 - $54.21 $1,863 - $2,005	-37 Reduced 0.01%	384,570 $19.5 Million
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $376,879 - $414,037	7,906 Added 2.1%	384,607 $20.1 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $720,734 - $795,253	16,095 Added 4.46%	376,701 $18.2 Million
Q4 2022 Jan 19, 2023	BUY	$42.25 - $48.16 $651,959 - $743,156	15,431 Added 4.47%	360,606 $0
Q3 2022 Oct 25, 2022	BUY	$42.35 - $51.01 $10,968 - $13,211	259 Added 0.08%	345,175 $14.6 Million
Q2 2022 Jul 25, 2022	BUY	$43.35 - $54.51 $197,285 - $248,075	4,551 Added 1.34%	344,916 $15.4 Million
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $8.52 Million - $9.86 Million	172,150 Added 102.34%	340,365 $18.3 Million
Q4 2021 Feb 15, 2022	BUY	$51.9 - $57.29 $8.73 Million - $9.64 Million	168,215 New	168,215 $19.1 Million

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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