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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 8,076 shares of SCHG stock, worth $230,489. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,076
Previous 2,387 238.33%
Holding current value
$230,489
Previous $248,000 9.27%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 29, 2025
BUY
$25.93 - $105.3 $147,515 - $599,051
5,689 Added 238.33%
8,076 $225,000
Q3 2024

Oct 30, 2024
BUY
$92.63 - $105.69 $221,107 - $252,282
2,387 New
2,387 $248,000

Others Institutions Holding SCHG

# of Institutions
1,420
Shares Held
2.1B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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