Morling Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,200 shares of SCHA stock, worth $30,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,200
Holding current value
$30,732
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.33 - $51.16 $30,395 - $61,391
1,200 New
1,200 $31,000
Q1 2023

May 02, 2023
BUY
$39.82 - $46.36 $34,324 - $39,962
862 New
862 $36,000

Others Institutions Holding SCHA

# of Institutions
1,242
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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