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 1,367,701 shares of SCHX stock, worth $32.6 Million. This represents 13.81% of its overall portfolio holdings.

Number of Shares

1,367,701

Previous 456,943 199.32%

Holding current value

$32.6 Million

Previous $31 Million 2.26%

% of portfolio

13.81%

Previous 13.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,380

Shares Held

496M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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