Morris Financial Concepts, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

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 $209,813. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,602

Previous 5,301 100.0%

Holding current value

$209,813

Previous $217,000 9.68%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$18.41 - $40.87 $97,591 - $216,651	5,301 Added 100.0%	10,602 $196,000
Q3 2024 Oct 30, 2024	SELL	$36.98 - $41.55 $1,109 - $1,246	-30 Reduced 0.56%	5,301 $217,000
Q2 2024 Jul 29, 2024	BUY	$37.19 - $39.82 $5,950 - $6,371	160 Added 3.09%	5,331 $204,000
Q3 2023 Oct 24, 2023	BUY	$33.82 - $36.71 $3,551 - $3,854	105 Added 2.07%	5,171 $175,000
Q1 2023 May 10, 2023	BUY	$32.42 - $35.44 $111,751 - $122,161	3,447 Added 212.91%	5,066 $176,000
Q4 2022 Jan 19, 2023	SELL	$28.0 - $33.87 $1,372 - $1,659	-49 Reduced 2.94%	1,619 $0
Q2 2022 Jul 25, 2022	SELL	$31.13 - $37.19 $26,896 - $32,132	-864 Reduced 34.12%	1,668 $52,000
Q1 2022 Apr 29, 2022	BUY	$33.67 - $39.47 $4,444 - $5,210	132 Added 5.5%	2,532 $93,000
Q4 2021 Feb 15, 2022	BUY	$37.77 - $40.6 $90,648 - $97,440	2,400 New	2,400 $93,000

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

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 Intl Eqty Transaction History