Schwab Strategic Tr cmn shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $29k | 409 | 70.03 |
| 2023-09-30 | $26k | 409 | 64.39 |
| 2023-06-30 | $27k | 409 | 67.01 |
| 2023-03-31 | $27k | 409 | 65.50 |
| 2022-12-31 | $27k | 408 | 66.10 |
| 2022-09-30 | $24k | 408 | 58.82 |
| 2022-06-30 | $25k | 408 | 61.27 |
| 2022-03-31 | $29k | 408 | 71.08 |
| 2021-12-31 | $30k | 408 | 73.53 |
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