MFG
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Merit Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Merit Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.6M Buy
874,953
+176,771
+25% +$5.84M 0.19% 94
2026
Q1 		$20.3M Buy
698,182
+61,845
+10% +$1.85M 0.15% 119
2025
Q4 		$18.1M Buy
636,337
+200,050
+46% +$5.65M 0.15% 119
2025
Q3 		$12.2M Buy
436,287
+41,567
+11% +$1.11M 0.11% 148
2025
Q2 		$9.99M Buy
394,720
+257,980
+189% +$6.1M 0.11% 146
2025
Q1 		$3.2M Buy
+136,740
New +$3.49M 0.05% 306
2024
Q4 		– Sell
-8,134
Closed -$209K – 1182
2024
Q3 		$209K Sell
8,134
-1,364
-14% -$33.9K ﹤0.01% 775
2024
Q2 		$225K Sell
9,498
-4,192
-31% -$99.4K 0.01% 829
2024
Q1 		$324K Buy
13,690
+764
+6% +$17.9K 0.01% 681
2023
Q4 		$305K Sell
12,926
-534
-4% -$11.3K 0.01% 617
2023
Q3 		$279K Buy
+13,460
New +$295K 0.01% 607
2023
Q1 		– Sell
-38,370
Closed -$777K – 706
2022
Q4 		$777K Buy
38,370
+11,294
+42% +$231K 0.03% 338
2022
Q3 		$512K Buy
27,076
+240
+0.9% +$5.02K 0.02% 354
2022
Q2 		$523K Buy
+26,836
New +$574K 0.02% 352
2020
Q3 		– Sell
-15,740
Closed -$257K – 237
2020
Q2 		$257K Hold
15,740
– – 0.03% 183
2020
Q1 		$203K Hold
15,740
– – 0.02% 207
2019
Q4 		$298K Buy
+15,740
New +$285K 0.03% 189

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Merit Financial Group's SCHA Position: Q2 2026 in Review

Merit Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q2 2026, buying an estimated $5.84M and bringing the position to 874,953 shares worth $31.6M. The position accounts for 0.19% of the portfolio, ranked #94.

Merit Financial Group first reported a position in SCHA in Q4 2019 and has held it in 17 quarters since. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Merit Financial Group held 874,953 shares of Schwab U.S Small- Cap ETF worth $31.6M as of Q2 2026.
  • Merit Financial Group bought 176,771 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.84M.
  • Schwab U.S Small- Cap ETF made up 0.19% of Merit Financial Group's portfolio in Q2 2026, its #94 holding.
  • Merit Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.