Morris Financial Concepts, Inc. Schwab Strategic Tr Us Broad M Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 19,830 shares of SCHB stock, worth $463,823. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,830
Previous 6,620 199.55%
Holding current value
$463,823
Previous $440,000 2.27%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Jan 29, 2025
BUY
$22.01 - $66.82 $290,752 - $882,692
13,210 Added 199.55%
19,830 $450,000
Q2 2024

Jul 29, 2024
SELL
$57.57 - $63.3 $1,727 - $1,899
-30 Reduced 0.45%
6,620 $416,000
Q4 2023

Jan 29, 2024
SELL
$47.61 - $55.91 $1,285 - $1,509
-27 Reduced 0.4%
6,650 $370,000
Q1 2023

May 10, 2023
BUY
$44.47 - $49.23 $296,926 - $328,708
6,677 New
6,677 $319,000

Others Institutions Holding SCHB

# of Institutions
1,237
Shares Held
366M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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