Morling Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.4K	Sell	1,200 -2,030	-63%	-$51.4K	0.01%	84
2025 Q1	$75.7K	Buy	3,230 +2,030	+169%	+$47.6K	0.03%	94
2024 Q4	$31K	Buy	+1,200	New	+$31K	0.01%	100
2023 Q2	–	Sell	-1,724	Closed	-$36.1K	–	81
2023 Q1	$36.1K	Buy	+1,724	New	+$36.1K	0.04%	71