Morris Financial Concepts, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 10,602 shares of SCHF stock, worth $253,705. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,602
Previous 10,602
-0.0%
Holding current value
$253,705
Previous $234,000
5.13%
% of portfolio
0.09%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding SCHF
# of Institutions
1,564Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio