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

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 10,545 shares of SCHD stock, worth $287,245. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,545
Previous 10,545 -0.0%
Holding current value
$287,245
Previous $279,000 2.87%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $189,317 - $597,198
7,030 Added 200.0%
10,545 $288,000
Q1 2023

May 10, 2023
SELL
$70.28 - $78.03 $3,162 - $3,511
-45 Reduced 1.26%
3,515 $257,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $267,498 - $291,706
3,560 New
3,560 $281,000

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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