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Disclosery

Morling Financial Advisors, LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morling Financial Advisors, LLC on SCHO, newest first. How the timeline and the estimate are built.

Morling Financial Advisors, LLC held 12,559 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,559 shares
    Change vs previous 13F -511 shares

    0.08% of the 13F portfolio, value $303,174.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,070 shares
    Change vs previous 13F +3,381 shares

    0.1% of the 13F portfolio, value $317,209.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,689 shares
    Change vs previous 13F +2,778 shares

    0.07% of the 13F portfolio, value $236,121.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,911 shares
    Change vs previous 13F +1,979 shares

    0.06% of the 13F portfolio, value $168,628.

    13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,932 shares
    Change vs previous 13F +3,912 shares

    0.04% of the 13F portfolio, value $120,242.

    13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,827.

    13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).