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

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

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 $260,531. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,076
Previous 8,076 -0.0%
Holding current value
$260,531
Previous $235,000 9.36%
% of portfolio
0.09%
Previous 0.1%

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
1,696
Shares Held
860M
Call Options Held
543K
Put Options Held
113K
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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