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Morling Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Morling Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Sell
54,435
-926
-2% -$25.9K 0.44% 25
2026
Q1 		$1.39M Sell
55,361
-1,531
-3% -$40.2K 0.43% 24
2025
Q4 		$1.49M Sell
56,892
-177
-0.3% -$4.61K 0.47% 23
2025
Q3 		$1.47M Sell
57,069
-746
-1% -$18.5K 0.49% 24
2025
Q2 		$1.38M Buy
57,815
+8,254
+17% +$182K 0.45% 26
2025
Q1 		$1.07M Sell
49,561
-464
-0.9% -$10.6K 0.37% 28
2024
Q4 		$1.14M Sell
50,025
-3,693
-7% -$84.3K 0.4% 24
2024
Q3 		$1.19M Sell
53,718
-1,374
-2% -$29.3K 0.45% 24
2024
Q2 		$1.15M Sell
55,092
-10,854
-16% -$220K 0.5% 23
2024
Q1 		$1.34M Sell
65,946
-2,508
-4% -$48.5K 0.77% 18
2023
Q4 		$1.27M Sell
68,454
-1,029
-1% -$17.8K 1.02% 17
2023
Q3 		$1.15M Sell
69,483
-2,043
-3% -$35.4K 1.14% 17
2023
Q2 		$1.23M Buy
71,526
+1,509
+2% +$24.6K 1.18% 17
2023
Q1 		$1.12M Sell
70,017
-2,379
-3% -$37.2K 1.2% 18
2022
Q4 		$1.08M Sell
72,396
-4,296
-6% -$64.6K 1.38% 16
2022
Q3 		$1.07M Sell
76,692
-1,113
-1% -$17.3K 1.46% 16
2022
Q2 		$1.15M Sell
77,805
-3,327
-4% -$53.4K 1.5% 16
2022
Q1 		$1.44M Sell
81,132
-1,254
-2% -$22K 1.83% 12
2021
Q4 		$1.55M Buy
+82,386
New +$1.52M 1.48% 11

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Morling Financial Advisors's SCHB Position: Q2 2026 in Review

Morling Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $25.9K and leaving 54,435 shares worth $1.58M. The position accounts for 0.44% of the portfolio, ranked #25.

Morling Financial Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Morling Financial Advisors held 54,435 shares of Schwab US Broad Market ETF worth $1.58M as of Q2 2026.
  • Morling Financial Advisors sold 926 Schwab US Broad Market ETF shares in Q2 2026, an estimated $25.9K.
  • Schwab US Broad Market ETF made up 0.44% of Morling Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Morling Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.