Morling Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Morling Financial Advisors, LLC
- $228 Million
- Q2 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 18,364 shares of SCHB stock, worth $1.22 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,364
Previous 21,982
16.46%
Holding current value
$1.22 Million
Previous $1.34 Million
14.01%
% of portfolio
0.51%
Previous 0.78%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio