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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
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 1.03% 17
2023
Q3 		$1.15M Sell
69,483
-2,043
-3% -$35.4K 1.15% 17
2023
Q2 		$1.23M Buy
71,526
+1,509
+2% +$24.6K 1.19% 17
2023
Q1 		$1.12M Sell
70,017
-2,379
-3% -$37.2K 1.21% 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 1.5% 11

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return