Morris Financial Concepts, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,460 shares of SCHM stock, worth $65,042. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,460
Previous 820
200.0%
Holding current value
$65,042
Previous $68,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$756 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$266 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio