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Schwab U S Small Cap ETF shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 1.2k 27.90
2025-06-30 $30k 1.2k 25.30
2025-03-31 $76k 3.2k 23.43
2024-12-31 $31k 1.2k 25.86
2023-03-31 $36k 862 41.93

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF