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 $343,932. This represents 0.41% of its overall portfolio holdings.

Number of Shares

12,534

Previous 11,590 8.14%

Holding current value

$343,932

Previous $901,000 17.54%

% of portfolio

0.41%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,763

Shares Held

277M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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