Morling Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Hold	35,119	–	–	0.31%	28
2026 Q1	$1.08M	Hold	35,119	–	–	0.33%	26
2025 Q4	$963K	Buy	35,119 +105	+0.3%	+$2.85K	0.3%	32
2025 Q3	$956K	Sell	35,014 -1,071	-3%	-$29.2K	0.32%	32
2025 Q2	$956K	Sell	36,085 -1,517	-4%	-$39.6K	0.31%	29
2025 Q1	$1.05M	Hold	37,602	–	–	0.36%	29
2024 Q4	$1.03M	Hold	37,602	–	–	0.36%	27
2024 Q3	$1.06M	Buy	37,602 +2,832	+8%	+$77.2K	0.4%	25
2024 Q2	$901K	Hold	34,770	–	–	0.39%	28
2024 Q1	$935K	Hold	34,770	–	–	0.53%	27
2023 Q4	$882K	Hold	34,770	–	–	0.71%	25
2023 Q3	$820K	Sell	34,770 -801	-2%	-$19.7K	0.81%	24
2023 Q2	$861K	Hold	35,571	–	–	0.83%	26
2023 Q1	$867K	Sell	35,571 -714	-2%	-$17.9K	0.94%	24
2022 Q4	$914K	Sell	36,285 -267	-0.7%	-$6.59K	1.17%	21
2022 Q3	$809K	Sell	36,552 -363	-1%	-$8.82K	1.1%	21
2022 Q2	$881K	Sell	36,915 -7,290	-16%	-$185K	1.15%	21
2022 Q1	$1.16M	Sell	44,205 -1,314	-3%	-$34.4K	1.47%	15
2021 Q4	$1.23M	Buy	+45,519	New	+$1.18M	1.17%	13

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Morling Financial Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 35,119 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #28.

Morling Financial Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Morling Financial Advisors held 35,119 shares of Schwab US Dividend Equity ETF worth $1.11M as of Q2 2026.
Morling Financial Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.31% of Morling Financial Advisors's portfolio in Q2 2026, its #28 holding.
Morling Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Morling Financial Advisors's Schwab US Dividend Equity ETF position peaked at $1.23M in Q4 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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