Back to SCHW-PJ
Morling Financial Advisors, LLC → SCHW-PJ
Morling Financial Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
59
Latest value
$21
Q3 2026
Peak value
$13.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $220K |
| Q3 2025 | $1.5M |
| Q3 2025 | $11.8M |
| Q3 2025 | $34K |
| Q3 2025 | $981K |
| Q3 2025 | $27 |
| Q3 2025 | $956K |
| Q3 2025 | $191K |
| Q3 2025 | $15 |
| Q3 2025 | $169K |
| Q3 2025 | $23 |
| Q4 2025 | $232K |
| Q4 2025 | $1.5M |
| Q4 2025 | $12.3M |
| Q4 2025 | $34K |
| Q4 2025 | $963K |
| Q4 2025 | $27 |
| Q4 2025 | $963K |
| Q4 2025 | $257K |
| Q4 2025 | $15 |
| Q4 2025 | $236K |
| Q4 2025 | $23 |
| Q1 2026 | $216K |
| Q1 2026 | $1.4M |
| Q1 2026 | $11.4M |
| Q1 2026 | $35K |
| Q1 2026 | $968K |
| Q1 2026 | $28 |
| Q1 2026 | $1.1M |
| Q1 2026 | $245K |
| Q1 2026 | $15 |
| Q1 2026 | $317K |
| Q1 2026 | $23 |
| Q2 2026 | $213K |
| Q2 2026 | $1.6M |
| Q2 2026 | $13.1M |
| Q2 2026 | $43K |
| Q2 2026 | $1M |
| Q2 2026 | $33 |
| Q2 2026 | $1.1M |
| Q2 2026 | $256K |
| Q2 2026 | $15 |
| Q2 2026 | $303K |
| Q2 2026 | $23 |
| Q3 2026 | $1.6M |
| Q3 2026 | $13.3M |
| Q3 2026 | $32K |
| Q3 2026 | $41K |
| Q3 2026 | $1M |
| Q3 2026 | $62K |
| Q3 2026 | $4K |
| Q3 2026 | $3K |
| Q3 2026 | $4K |
| Q3 2026 | $1.1M |
| Q3 2026 | $289K |
| Q3 2026 | $12K |
| Q3 2026 | $14 |
| Q3 2026 | $268K |
| Q3 2026 | $21 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21 | 1 | — | — |
| Q3 2026 | $268K | 11.2K | — | — |
| Q3 2026 | $14 | 1 | — | — |
| Q3 2026 | $12K | 562 | — | — |
| Q3 2026 | $289K | 10.5K | — | — |
| Q3 2026 | $1.1M | 35.1K | — | — |
| Q3 2026 | $4K | 112 | — | — |
| Q3 2026 | $3K | 92 | — | — |
| Q3 2026 | $4K | 73 | — | — |
| Q3 2026 | $62K | 1.5K | — | — |
| Q3 2026 | $1M | 28.7K | — | — |
| Q3 2026 | $41K | 1.3K | — | — |
| Q3 2026 | $32K | 881 | — | — |
| Q3 2026 | $13.3M | 444.5K | — | — |
| Q3 2026 | $1.6M | 53.1K | — | — |
| Q2 2026 | $23 | 1 | — | — |
| Q2 2026 | $303K | 12.6K | — | — |
| Q2 2026 | $15 | 1 | — | — |
| Q2 2026 | $256K | 9.2K | — | — |
| Q2 2026 | $1.1M | 35.1K | — | — |
| Q2 2026 | $33 | 1 | — | — |
| Q2 2026 | $1M | 28.7K | — | — |
| Q2 2026 | $43K | 1.2K | — | — |
| Q2 2026 | $13.1M | 445.7K | — | — |
| Q2 2026 | $1.6M | 54.4K | — | — |
| Q2 2026 | $213K | 2.3K | — | — |
| Q1 2026 | $23 | 1 | — | — |
| Q1 2026 | $317K | 13.1K | — | — |
| Q1 2026 | $15 | 1 | — | — |
| Q1 2026 | $245K | 9.9K | — | — |
| Q1 2026 | $1.1M | 35.1K | — | — |
| Q1 2026 | $28 | 1 | — | — |
| Q1 2026 | $968K | 29.4K | — | — |
| Q1 2026 | $35K | 1.2K | — | — |
| Q1 2026 | $11.4M | 446.1K | — | — |
| Q1 2026 | $1.4M | 55.4K | — | — |
| Q1 2026 | $216K | 2.3K | — | — |
| Q4 2025 | $23 | 1 | — | — |
| Q4 2025 | $236K | 9.7K | — | — |
| Q4 2025 | $15 | 1 | — | — |
| Q4 2025 | $257K | 10.7K | — | — |
| Q4 2025 | $963K | 35.1K | — | — |
| Q4 2025 | $27 | 1 | — | — |
| Q4 2025 | $963K | 29.4K | — | — |
| Q4 2025 | $34K | 1.2K | — | — |
| Q4 2025 | $12.3M | 458.9K | — | — |
| Q4 2025 | $1.5M | 56.9K | — | — |
| Q4 2025 | $232K | 2.3K | — | — |
| Q3 2025 | $23 | 1 | — | — |
| Q3 2025 | $169K | 6.9K | — | — |
| Q3 2025 | $15 | 1 | — | — |
| Q3 2025 | $191K | 8.2K | — | — |
| Q3 2025 | $956K | 35.0K | — | — |
| Q3 2025 | $27 | 1 | — | — |
| Q3 2025 | $981K | 29.4K | — | — |
| Q3 2025 | $34K | 1.2K | — | — |
| Q3 2025 | $11.8M | 448.2K | — | — |
| Q3 2025 | $1.5M | 57.1K | — | — |
| Q3 2025 | $220K | 2.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B