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
2025 Q3	$33.5K	Buy
2025 Q2	$30.4K	Sell
2025 Q1	$75.7K	Buy
2024 Q4	$31K	Buy
2023 Q2	–	Sell
2023 Q1	$36.1K	Buy