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

Morling Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4M Sell
446,063
-12,818
-3% -$344K 3.52% 9
2025
Q4 		$12.3M Buy
458,881
+10,715
+2% +$286K 3.88% 9
2025
Q3 		$11.8M Sell
448,166
-837
-0.2% -$21.3K 3.9% 9
2025
Q2 		$11M Sell
449,003
-20,415
-4% -$462K 3.59% 10
2025
Q1 		$10.4M Buy
469,418
+2,115
+0.5% +$49.2K 3.57% 11
2024
Q4 		$10.8M Sell
467,303
-4,654
-1% -$108K 3.78% 9
2024
Q3 		$10.7M Sell
471,957
-3,543
-0.7% -$77.2K 4.07% 8
2024
Q2 		$10.2M Sell
475,500
-1,854
-0.4% -$38.3K 4.44% 8
2024
Q1 		$9.87M Sell
477,354
-11,439
-2% -$225K 5.65% 6
2023
Q4 		$9.19M Buy
488,793
+1,839
+0.4% +$32.3K 7.41% 4
2023
Q3 		$8.21M Sell
486,954
-3,612
-0.7% -$63.4K 8.14% 2
2023
Q2 		$8.56M Sell
490,566
-3,675
-0.7% -$60.7K 8.23% 3
2023
Q1 		$7.97M Sell
494,241
-3,183
-0.6% -$50.1K 8.59% 2
2022
Q4 		$7.49M Sell
497,424
-4,437
-0.9% -$67.2K 9.55% 2
2022
Q3 		$7.08M Sell
501,861
-6,762
-1% -$106K 9.65% 1
2022
Q2 		$7.57M Sell
508,623
-31,266
-6% -$507K 9.88% 1
2022
Q1 		$9.69M Sell
539,889
-7,953
-1% -$141K 12.25% 1
2021
Q4 		$10.4M Buy
+547,842
New +$10.1M 9.94% 2

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morling Financial Advisors's SCHX Position: Q1 2026 in Review

Morling Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q1 2026, selling an estimated $344K and leaving 446,063 shares worth $11.4M. The position accounts for 3.52% of the portfolio, ranked #9.

Morling Financial Advisors first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.3M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Morling Financial Advisors held 446,063 shares of Schwab US Large- Cap ETF worth $11.4M as of Q1 2026.
  • Morling Financial Advisors sold 12,818 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $344K.
  • Schwab US Large- Cap ETF made up 3.52% of Morling Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Morling Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's Schwab US Large- Cap ETF position peaked at $12.3M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.