Morling Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1 shares of SCHR stock, worth $25. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$25% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
517Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
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Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
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Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio