Morling Financial Advisors, LLC's ownership history for SCHW

Morling Financial Advisors, LLC currently holds 2.3K shares with a market value of $232.1K. 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 $217.7K on 2025-06-30. In the recent 180 days, Morling Financial Advisors, LLC has decreased its shares by 63.