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

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 2025

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 $33,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,200
Previous 3,230 62.85%
Holding current value
$33,588
Previous $75,000 60.0%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$20.42 - $25.3 $41,452 - $51,359
-2,030 Reduced 62.85%
1,200 $30,000
Q1 2025

May 06, 2025
BUY
$23.16 - $27.04 $47,014 - $54,891
2,030 Added 169.17%
3,230 $75,000
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
1,277
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
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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