Morling Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
A detailed history of Morling Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 12,534 shares of SCHD stock, worth $344,308. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,534
Previous 11,590
8.14%
Holding current value
$344,308
Previous $901,000
17.54%
% of portfolio
0.41%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio