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Morling Financial Advisors, LLC: SCHX position timeline

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

Morling Financial Advisors, LLC held 445,652 SCHX 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 445,652 shares
    Change vs previous 13F -411 shares

    3.65% of the 13F portfolio, value $13,115,528.

    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 446,063 shares
    Change vs previous 13F -12,818 shares

    3.53% of the 13F portfolio, value $11,437,054.

    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 458,881 shares
    Change vs previous 13F +10,715 shares

    3.89% of the 13F portfolio, value $12,348,485.

    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 448,166 shares
    Change vs previous 13F -837 shares

    3.92% of the 13F portfolio, value $11,804,683.

    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 449,003 shares
    Change vs previous 13F -20,415 shares

    3.6% of the 13F portfolio, value $10,973,633.

    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 469,418 shares
    Change vs previous 13F +2,115 shares

    3.57% of the 13F portfolio, value $10,364,749.

    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).

  7. period ended2024-12-31
    13F 467,303 shares
    Change vs previous 13F +309,984 shares

    3.78% of the 13F portfolio, value $10,832,084.

    13F-HR 0001398344-25-002229 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).

  8. period ended2024-09-30
    13F 157,319 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $10,674,094.

    13F-HR 0001398344-24-019000 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).