Morling Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Morling Financial Advisors, LLC

$270 Million
Q4 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 37,602 shares of SCHD stock, worth $1.07 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

37,602

Previous 12,534 200.0%

Holding current value

$1.07 Million

Previous $1.06 Million 3.02%

% of portfolio

0.38%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $675,081 - $2.13 Million	25,068 Added 200.0%	37,602 $1.03 Million
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $72,706 - $80,296	944 Added 8.14%	12,534 $1.06 Million
Q3 2023 Nov 08, 2023	SELL	$70.63 - $75.66 $18,858 - $20,201	-267 Reduced 2.25%	11,590 $820,000
Q1 2023 May 02, 2023	SELL	$70.28 - $78.03 $16,726 - $18,571	-238 Reduced 1.97%	11,857 $867,000
Q4 2022 Feb 03, 2023	SELL	$67.16 - $79.06 $5,977 - $7,036	-89 Reduced 0.73%	12,095 $913,000
Q3 2022 Nov 01, 2022	SELL	$66.43 - $77.87 $8,038 - $9,422	-121 Reduced 0.98%	12,184 $809,000
Q2 2022 Aug 01, 2022	SELL	$70.31 - $80.24 $170,853 - $194,983	-2,430 Reduced 16.49%	12,305 $881,000
Q1 2022 May 06, 2022	SELL	$75.14 - $81.94 $32,911 - $35,889	-438 Reduced 2.89%	14,735 $1.16 Million
Q4 2021 Feb 04, 2022	BUY	$74.93 - $80.86 $1.14 Million - $1.23 Million	15,173 New	15,173 $1.23 Million

Others Institutions Holding SCHD

# of Institutions

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morling Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.

Account

Morling Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History