MFG
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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
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 – 708
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

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