Morling Financial Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 29,577 shares of SCHE stock, worth $784,973. This represents 0.29% of its overall portfolio holdings.

Number of Shares
29,577
Previous 29,815 0.8%
Holding current value
$784,973
Previous $870,000 9.54%
% of portfolio
0.29%
Previous 0.34%

Shares

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

Feb 07, 2025
SELL
$26.63 - $30.23 $6,337 - $7,194
-238 Reduced 0.8%
29,577 $787,000
Q3 2024

Oct 18, 2024
SELL
$25.45 - $29.53 $51,536 - $59,798
-2,025 Reduced 6.36%
29,815 $870,000
Q2 2024

Aug 07, 2024
SELL
$24.67 - $27.2 $25,804 - $28,451
-1,046 Reduced 3.18%
31,840 $845,000
Q1 2024

May 13, 2024
SELL
$23.47 - $25.45 $10,538 - $11,427
-449 Reduced 1.35%
32,886 $830,000
Q3 2023

Nov 08, 2023
SELL
$23.83 - $26.11 $5,790 - $6,344
-243 Reduced 0.72%
33,335 $798,000
Q2 2023

Jul 28, 2023
SELL
$23.66 - $25.54 $2,673 - $2,886
-113 Reduced 0.34%
33,578 $827,000
Q1 2023

May 02, 2023
SELL
$23.32 - $26.39 $80,780 - $91,414
-3,464 Reduced 9.32%
33,691 $826,000
Q4 2022

Feb 03, 2023
BUY
$21.59 - $24.95 $90,591 - $104,690
4,196 Added 12.73%
37,155 $879,000
Q3 2022

Nov 01, 2022
SELL
$22.4 - $25.83 $961,788 - $1.11 Million
-42,937 Reduced 56.57%
32,959 $738,000
Q2 2022

Aug 01, 2022
SELL
$24.51 - $28.87 $11,985 - $14,117
-489 Reduced 0.64%
75,896 $1.93 Million
Q1 2022

May 06, 2022
BUY
$25.61 - $30.82 $1.02 Million - $1.23 Million
39,813 Added 108.86%
76,385 $2.12 Million
Q4 2021

Feb 04, 2022
BUY
$28.68 - $31.96 $1.05 Million - $1.17 Million
36,572 New
36,572 $1.08 Million

Others Institutions Holding SCHE

# of Institutions
834
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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