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Charles Schwab Corporation shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.3k 95.47
2025-06-30 $218k 2.4k 91.24
2025-03-31 $240k 3.1k 78.28
2022-03-31 $202k 2.4k 84.17
2021-12-31 $202k 2.4k 84.17

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 Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation