MORRIS FINANCIAL CONCEPTS, INC. SCHA Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 294,525.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.90 Mil. This investment constitutes 2.9% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 10 purchases of SCHA, at an average price of $38.03, for a total of 321,442.00 shares. In addition, there have been 3 sales at an average price of $46.85 for 26,917.00 shares. Based on historical transaction data and SCHA's current price of $26.09, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his SCHA holdings is $-3.28 Mil, reflecting a -26.83% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. SCHA ($26.09) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. SCHA ($26.09) 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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