Merit Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Merit Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.16M	Sell
2025 Q2	$3.95M	Buy
2025 Q1	$2.35M	Buy
2023 Q1	–	Sell
2022 Q4	$774K	Buy
2022 Q3	$707K	Sell
2022 Q2	$766K	Buy
2020 Q3	–	Sell
2020 Q2	$259K	Hold
2020 Q1	$213K	Hold
2019 Q4	$271K	Buy