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

Morling Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.9K	Hold	1,201	–	–	0.01%	93
2025 Q4	$34.2K	Hold	1,201	–	–	0.01%	88
2025 Q3	$33.5K	Buy	1,201 +1	+0.1%	+$27	0.01%	88
2025 Q2	$30.4K	Sell	1,200 -2,030	-63%	-$48K	0.01%	85
2025 Q1	$75.7K	Buy	3,230 +2,030	+169%	+$51.7K	0.03%	95
2024 Q4	$31K	Buy	+1,200	New	+$31.9K	0.01%	100
2023 Q2	–	Sell	-1,724	Closed	-$36.1K	–	82
2023 Q1	$36.1K	Buy	+1,724	New	+$37.1K	0.04%	72

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morling Financial Advisors's SCHA Position: Q1 2026 in Review

Morling Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 1,201 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #93.

Morling Financial Advisors first reported a position in SCHA in Q1 2023 and has held it in 7 quarters since. The position peaked at $75.7K in Q1 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Morling Financial Advisors held 1,201 shares of Schwab U.S Small- Cap ETF worth $34.9K as of Q1 2026.
Morling Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Morling Financial Advisors's portfolio in Q1 2026, its #93 holding.
Morling Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 7 quarters since.
Morling Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $75.7K in Q1 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.