Morling Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Morling Financial Advisors, LLC
- $173 Million
- Q1 2024
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 4,982 shares of SCHF stock, worth $194,298. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,982
Previous 5,239
4.91%
Holding current value
$194,298
Previous $193,000
0.52%
% of portfolio
0.11%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.49 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.09 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.98 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.78 Billion11.16% of portfolio