Morling Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$69.7K	Hold
2024 Q4	$77.6K	Buy
2022 Q4	–	Sell
2022 Q3	$35K	Hold
2022 Q2	$36K	Hold
2022 Q1	$47K	Hold
2021 Q4	$51K	Buy