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 157,319 shares of SCHX stock, worth $3.6 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
157,319
Previous 158,500 0.75%
Holding current value
$3.6 Million
Previous $10.2 Million 4.82%
% of portfolio
4.14%
Previous 4.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$61.11 - $67.85 $72,170 - $80,130
-1,181 Reduced 0.75%
157,319 $10.7 Million
Q2 2024

Aug 07, 2024

SELL
$58.7 - $64.78 $36,276 - $40,034
-618 Reduced 0.39%
158,500 $10.2 Million
Q1 2024

May 13, 2024

SELL
$55.41 - $62.08 $211,278 - $236,711
-3,813 Reduced 2.34%
159,118 $9.87 Million
Q4 2023

Feb 02, 2024

BUY
$48.47 - $56.6 $29,712 - $34,695
613 Added 0.38%
162,931 $9.19 Million
Q3 2023

Nov 08, 2023

SELL
$50.36 - $54.21 $60,633 - $65,268
-1,204 Reduced 0.74%
162,318 $8.21 Million
Q2 2023

Jul 28, 2023

SELL
$47.67 - $52.37 $58,395 - $64,153
-1,225 Reduced 0.74%
163,522 $8.56 Million
Q1 2023

May 02, 2023

SELL
$44.78 - $49.41 $47,511 - $52,424
-1,061 Reduced 0.64%
164,747 $7.97 Million
Q4 2022

Feb 03, 2023

SELL
$42.25 - $48.16 $62,487 - $71,228
-1,479 Reduced 0.88%
165,808 $7.49 Million
Q3 2022

Nov 01, 2022

SELL
$42.35 - $51.01 $95,456 - $114,976
-2,254 Reduced 1.33%
167,287 $7.09 Million
Q2 2022

Aug 01, 2022

SELL
$43.35 - $54.51 $451,793 - $568,103
-10,422 Reduced 5.79%
169,541 $7.57 Million
Q1 2022

May 06, 2022

BUY
$49.51 - $57.27 $4.39 Million - $5.08 Million
88,656 Added 97.1%
179,963 $9.69 Million
Q4 2021

Feb 04, 2022

BUY
$51.9 - $57.29 $4.74 Million - $5.23 Million
91,307 New
91,307 $10.4 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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