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
2026 Q2	$4.23M	Sell	146,133 -6,157	-4%	-$172K	0.03%	484
2026 Q1	$3.82M	Buy	152,290 +230	+0.2%	+$6.04K	0.03%	464
2025 Q4	$3.99M	Sell	152,060 -9,619	-6%	-$250K	0.03%	419
2025 Q3	$4.16M	Sell	161,679 -4,242	-3%	-$105K	0.04%	350
2025 Q2	$3.95M	Buy	165,921 +56,857	+52%	+$1.25M	0.04%	331
2025 Q1	$2.35M	Buy	+109,064	New	+$2.48M	0.04%	378
2023 Q1	–	Sell	-51,810	Closed	-$774K	–	707
2022 Q4	$774K	Buy	51,810 +1,329	+3%	+$20K	0.03%	339
2022 Q3	$707K	Sell	50,481 -1,536	-3%	-$23.9K	0.03%	302
2022 Q2	$766K	Buy	+52,017	New	+$835K	0.02%	292
2020 Q3	–	Sell	-21,156	Closed	-$259K	–	238
2020 Q2	$259K	Hold	21,156	–	–	0.03%	181
2020 Q1	$213K	Hold	21,156	–	–	0.02%	199
2019 Q4	$271K	Buy	+21,156	New	+$260K	0.02%	200

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q2 2026, selling an estimated $172K and leaving 146,133 shares worth $4.23M. The position accounts for 0.03% of the portfolio, ranked #484.

Merit Financial Group first reported a position in SCHB in Q4 2019 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Merit Financial Group held 146,133 shares of Schwab US Broad Market ETF worth $4.23M as of Q2 2026.
Merit Financial Group sold 6,157 Schwab US Broad Market ETF shares in Q2 2026, an estimated $172K.
Schwab US Broad Market ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #484 holding.
Merit Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 12 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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