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Schwab Strategic Tr us dividend eq shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $935k 12k 80.63
2023-12-31 $882k 12k 76.13
2023-09-30 $820k 12k 70.76
2023-06-30 $861k 12k 72.62
2023-03-31 $868k 12k 73.16
2022-12-31 $914k 12k 75.54
2022-09-30 $809k 12k 66.40
2022-06-30 $881k 12k 71.60
2022-03-31 $1.2M 15k 78.86
2021-12-31 $1.2M 15k 80.80

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Coinbase Global Com Cl A (COIN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)

View all positions for Morling Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq