Morris Financial Concepts, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,536 shares of SCHH stock, worth $32,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,536
Previous 1,536 -0.0%
Holding current value
$32,563
Previous $32,000 3.13%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$16.76 - $20.95 $50 - $62
-3 Reduced 0.19%
1,536 $31,000
Q3 2023

Oct 24, 2023
SELL
$17.52 - $20.27 $525 - $608
-30 Reduced 1.91%
1,539 $27,000
Q1 2023

May 10, 2023
BUY
$18.01 - $21.78 $27,663 - $33,454
1,536 Added 4654.55%
1,569 $30,000
Q2 2022

Jul 25, 2022
SELL
$20.18 - $25.97 $302 - $389
-15 Reduced 31.25%
33 $1,000
Q1 2022

Apr 29, 2022
BUY
$22.75 - $26.16 $546 - $627
24 Added 100.0%
48 $1,000
Q4 2021

Feb 15, 2022
BUY
$22.99 - $26.35 $551 - $632
24 New
24 $1,000

Others Institutions Holding SCHH

# of Institutions
602
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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