Morling Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Morling Financial Advisors, LLC
- $260 Million
- Q2 2025
A detailed history of Morling Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 8,220 shares of SCHF stock, worth $193,663. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,220
Previous 25,814
68.16%
Holding current value
$193,663
Previous $510,000
64.51%
% of portfolio
0.07%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding SCHF
# of Institutions
1,485Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.81 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.34 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.77 Billion7.08% of portfolio
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Wealthfront Advisers LLC110MShares$2.58 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.68 Billion11.16% of portfolio