Morling Financial Advisors, LLC's ownership history for SCHW

Morling Financial Advisors, LLC currently holds 2.3K shares with a market value of $216.2K. It started holding SCHW on 2025-03-31. At its peak, it held 3.1K shares on 2025-03-31. Its highest holding value was $240.3K on 2025-03-31. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $216.2K on 2026-03-31. In the recent 180 days, Morling Financial Advisors, LLC has increased its shares by 0. In the recent year, Morling Financial Advisors, LLC has decreased its shares by 770.