Morling Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 17,906 shares of SCHB stock, worth $395,901. This represents 0.46% of its overall portfolio holdings.

Number of Shares
17,906
Previous 18,364 2.49%
Holding current value
$395,901
Previous $1.15 Million 3.21%
% of portfolio
0.46%
Previous 0.51%

Shares

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

Oct 18, 2024
SELL
$59.93 - $66.52 $27,447 - $30,466
-458 Reduced 2.49%
17,906 $1.19 Million
Q2 2024

Aug 07, 2024
SELL
$57.57 - $63.3 $208,288 - $229,019
-3,618 Reduced 16.46%
18,364 $1.15 Million
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $45,653 - $51,037
-836 Reduced 3.66%
21,982 $1.34 Million
Q4 2023

Feb 02, 2024
SELL
$47.61 - $55.91 $16,330 - $19,177
-343 Reduced 1.48%
22,818 $1.27 Million
Q3 2023

Nov 08, 2023
SELL
$49.59 - $53.57 $33,770 - $36,481
-681 Reduced 2.86%
23,161 $1.15 Million
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $23,681 - $26,005
503 Added 2.16%
23,842 $1.23 Million
Q1 2023

May 02, 2023
SELL
$44.47 - $49.23 $35,264 - $39,039
-793 Reduced 3.29%
23,339 $1.12 Million
Q4 2022

Feb 03, 2023
SELL
$41.94 - $47.81 $60,058 - $68,463
-1,432 Reduced 5.6%
24,132 $1.08 Million
Q3 2022

Nov 01, 2022
SELL
$41.99 - $50.63 $15,578 - $18,783
-371 Reduced 1.43%
25,564 $1.07 Million
Q2 2022

Aug 01, 2022
SELL
$42.93 - $53.98 $47,609 - $59,863
-1,109 Reduced 4.1%
25,935 $1.15 Million
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $654,333 - $756,844
13,313 Added 96.96%
27,044 $1.44 Million
Q4 2021

Feb 04, 2022
BUY
$51.87 - $56.86 $712,226 - $780,744
13,731 New
13,731 $1.55 Million

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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