Schwab Strategic Tr cmn shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 9.4k | 29.11 |
| 2025-06-30 | $260k | 9.4k | 27.67 |
| 2025-03-31 | $256k | 9.6k | 26.58 |
| 2024-12-31 | $256k | 9.8k | 26.07 |
| 2024-09-30 | $267k | 3.3k | 80.37 |
| 2024-06-30 | $257k | 3.5k | 74.08 |
| 2024-03-31 | $363k | 4.8k | 75.98 |
| 2023-12-31 | $433k | 6.2k | 70.10 |
| 2023-09-30 | $403k | 6.3k | 64.46 |
| 2023-06-30 | $422k | 6.3k | 67.09 |
| 2023-03-31 | $408k | 6.2k | 65.58 |
| 2022-12-31 | $417k | 6.3k | 66.02 |
| 2022-09-30 | $383k | 6.5k | 58.51 |
| 2022-06-30 | $401k | 6.4k | 62.37 |
| 2022-03-31 | $465k | 6.5k | 71.32 |
| 2021-12-31 | $512k | 7.0k | 73.29 |