Morling Financial Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 2,784 shares of SCHG stock, worth $74,666. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,784
Holding current value
$74,666
% of portfolio
0.03%

Shares

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

Feb 07, 2025
BUY
$25.93 - $105.3 $72,189 - $293,155
2,784 New
2,784 $77,000
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $20,607 - $25,942
314 Added 100.0%
628 $47,000
Q4 2021

Feb 04, 2022
BUY
$73.11 - $83.4 $22,956 - $26,187
314 New
314 $51,000

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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