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

Morling Financial Advisors, LLC

$254 Million
Q3 2025

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 29,392 shares of SCHE stock, worth $993,743. This represents 0.39% of its overall portfolio holdings.

Number of Shares

29,392

Previous 29,392 -0.0%

Holding current value

$993,743

Previous $885,000 10.73%

% of portfolio

0.39%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$24.38 - $30.18 $3,486 - $4,315	-143 Reduced 0.48%	29,392 $885,000
Q1 2025 May 06, 2025	SELL	$25.81 - $28.52 $1,084 - $1,197	-42 Reduced 0.14%	29,535 $814,000
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

896

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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