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Schwab Strategic Tr intrm trm shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15 1 15.00

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm