Morling Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 6,911 shares of SCHO stock, worth $168,282. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,911
Previous 4,932 40.13%
Holding current value
$168,282
Previous $120,000 40.0%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Nov 04, 2025
BUY
$24.23 - $24.42 $47,951 - $48,327
1,979 Added 40.13%
6,911 $168,000
Q2 2025

Aug 11, 2025
BUY
$24.19 - $24.45 $94,631 - $95,648
3,912 Added 383.53%
4,932 $120,000
Q1 2025

May 06, 2025
BUY
$24.1 - $24.34 $24,582 - $24,826
1,020 New
1,020 $24,000
Q1 2023

May 02, 2023
BUY
$47.8 - $49.0 $47,991 - $49,196
1,004 New
1,004 $48,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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