Morling Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Morling Financial Advisors, LLC

$270 Million
Q4 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 8,415 shares of SCHF stock, worth $163,671. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,415

Previous 10,981 23.37%

Holding current value

$163,671

Previous $451,000 65.63%

% of portfolio

0.06%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$18.41 - $40.87 $47,240 - $104,872	-2,566 Reduced 23.37%	8,415 $155,000
Q3 2024 Oct 18, 2024	BUY	$36.98 - $41.55 $231,235 - $259,812	6,253 Added 132.25%	10,981 $451,000
Q2 2024 Aug 07, 2024	SELL	$37.19 - $39.82 $9,446 - $10,114	-254 Reduced 5.1%	4,728 $181,000
Q1 2024 May 13, 2024	SELL	$35.71 - $39.11 $9,177 - $10,051	-257 Reduced 4.91%	4,982 $194,000
Q4 2023 Feb 02, 2024	SELL	$32.37 - $37.01 $7,574 - $8,660	-234 Reduced 4.28%	5,239 $193,000
Q3 2023 Nov 08, 2023	BUY	$33.82 - $36.71 $3,483 - $3,781	103 Added 1.92%	5,473 $185,000
Q2 2023 Jul 28, 2023	SELL	$34.48 - $36.54 $8,792 - $9,317	-255 Reduced 4.53%	5,370 $191,000
Q1 2023 May 02, 2023	SELL	$32.42 - $35.44 $10,017 - $10,950	-309 Reduced 5.21%	5,625 $195,000
Q4 2022 Feb 03, 2023	SELL	$28.0 - $33.87 $84,728 - $102,490	-3,026 Reduced 33.77%	5,934 $191,000
Q3 2022 Nov 01, 2022	SELL	$28.01 - $33.61 $88,735 - $106,476	-3,168 Reduced 26.12%	8,960 $252,000
Q2 2022 Aug 01, 2022	BUY	$31.13 - $37.19 $179,993 - $215,032	5,782 Added 91.11%	12,128 $381,000
Q1 2022 May 06, 2022	SELL	$33.67 - $39.47 $2,424 - $2,841	-72 Reduced 1.12%	6,346 $233,000
Q4 2021 Feb 04, 2022	BUY	$37.77 - $40.6 $242,407 - $260,570	6,418 New	6,418 $249,000

Others Institutions Holding SCHF

# of Institutions

1,318

Shares Held

987M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Morling Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History