Schwab U S Broad Market ETF shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-06-30 | $1.2M | 18k | 62.87 |
| 2024-03-31 | $1.3M | 22k | 61.05 |
| 2023-12-31 | $1.3M | 23k | 55.67 |
| 2023-09-30 | $1.2M | 23k | 49.85 |
| 2023-06-30 | $1.2M | 24k | 51.70 |
| 2023-03-31 | $1.1M | 23k | 47.85 |
| 2022-12-31 | $1.1M | 24k | 44.81 |
| 2022-09-30 | $1.1M | 26k | 41.97 |
| 2022-06-30 | $1.1M | 26k | 44.19 |
| 2022-03-31 | $1.4M | 27k | 53.39 |
| 2021-12-31 | $1.6M | 14k | 113.03 |
More positions owned by Morling Financial Advisors
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