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

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

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 35,014 shares of SCHD stock, worth $953,781. This represents 0.38% of its overall portfolio holdings.

Number of Shares
35,014
Previous 36,085 2.97%
Holding current value
$953,781
Previous $956,000 0.1%
% of portfolio
0.38%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$26.38 - $27.95 $28,252 - $29,934
-1,071 Reduced 2.97%
35,014 $955,000
Q2 2025

Aug 11, 2025
SELL
$24.32 - $27.87 $36,893 - $42,278
-1,517 Reduced 4.03%
36,085 $956,000
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
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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