Merit Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
165,921
+56,857
| +52% | +$1.35M | 0.04% | 331 |
|
|
2025
Q1 | $2.35M | Buy |
+109,064
| New | +$2.35M | 0.04% | 377 |
|
|
2023
Q1 | – | Sell |
-51,810
| Closed | -$774K | – | 704 |
|
|
2022
Q4 | $774K | Buy |
51,810
+1,329
| +3% | +$19.9K | 0.03% | 338 |
|
|
2022
Q3 | $707K | Sell |
50,481
-1,536
| -3% | -$21.5K | 0.03% | 301 |
|
|
2022
Q2 | $766K | Buy |
+52,017
| New | +$766K | 0.02% | 286 |
|
|
2020
Q3 | – | Sell |
-21,156
| Closed | -$259K | – | 235 |
|
|
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 | +$271K | 0.02% | 200 |
|