MORRIS FINANCIAL CONCEPTS, INC. SCHX Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 1.38 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $30.42 Mil. This investment constitutes 12.77% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 11 purchases of SCHX, at an average price of $33.00, for a total of 1.38 Mil shares. In addition, there have been 2 sales at an average price of $23.66 for 3,165.00 shares. Based on historical transaction data and SCHX's current price of $24.89, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his SCHX holdings is $-11.20 Mil, reflecting a -24.58% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. SCHX ($24.89) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. SCHX ($24.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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