Morling Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 4 shares of SCHV stock, worth $104. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4
Previous 4 -0.0%
Holding current value
$104
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$71.74 - $75.86 $29,054 - $30,723
-405 Reduced 99.02%
4 $0
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $62 - $69
1 Added 0.25%
409 $26,000
Q4 2021

Feb 04, 2022
BUY
$67.9 - $73.3 $27,703 - $29,906
408 New
408 $30,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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