Morris Financial Concepts, Inc. Schwab Fundamental Intl Small Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,570 shares of FNDC stock, worth $337,016. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,570
Previous 7,857 3.65%
Holding current value
$337,016
Previous $330,000 1.82%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$41.81 - $45.21 $11,999 - $12,975
-287 Reduced 3.65%
7,570 $336,000
Q2 2025

Jul 28, 2025
SELL
$32.97 - $42.05 $17,968 - $22,917
-545 Reduced 6.49%
7,857 $330,000
Q1 2025

Apr 29, 2025
SELL
$33.34 - $37.44 $20,270 - $22,763
-608 Reduced 6.75%
8,402 $304,000
Q4 2024

Jan 29, 2025
BUY
$33.92 - $38.03 $305 - $342
9 Added 0.1%
9,010 $307,000
Q3 2024

Oct 30, 2024
SELL
$33.85 - $38.5 $880 - $1,001
-26 Reduced 0.29%
9,001 $343,000
Q2 2024

Jul 29, 2024
SELL
$33.97 - $36.16 $9,579 - $10,197
-282 Reduced 3.03%
9,027 $313,000
Q1 2024

Apr 18, 2024
SELL
$33.21 - $35.58 $38,556 - $41,308
-1,161 Reduced 11.09%
9,309 $330,000
Q4 2023

Jan 29, 2024
BUY
$30.23 - $34.87 $5,260 - $6,067
174 Added 1.69%
10,470 $364,000
Q3 2023

Oct 24, 2023
BUY
$32.07 - $34.74 $6,510 - $7,052
203 Added 2.01%
10,296 $330,000
Q2 2023

Aug 09, 2023
BUY
$32.33 - $34.2 $1,196 - $1,265
37 Added 0.37%
10,093 $334,000
Q1 2023

May 10, 2023
SELL
$31.23 - $34.09 $8,307 - $9,067
-266 Reduced 2.58%
10,056 $333,000
Q4 2022

Jan 19, 2023
BUY
$26.94 - $32.1 $99,112 - $118,095
3,679 Added 55.38%
10,322 $0
Q3 2022

Oct 25, 2022
BUY
$27.09 - $32.72 $2,817 - $3,402
104 Added 1.59%
6,643 $181,000
Q2 2022

Jul 25, 2022
SELL
$30.1 - $35.8 $2,769 - $3,293
-92 Reduced 1.39%
6,539 $199,000
Q1 2022

Apr 29, 2022
SELL
$33.24 - $38.0 $5,384 - $6,156
-162 Reduced 2.38%
6,631 $235,000
Q4 2021

Feb 15, 2022
BUY
$36.2 - $39.91 $245,906 - $271,108
6,793 New
6,793 $254,000

Others Institutions Holding FNDC

# of Institutions
284
Shares Held
41.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
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