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 $62,926. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,460
Previous 820
200.0%
Holding current value
$62,926
Previous $68,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio