Merit Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.4M	Sell	1,496,093 -39,011	-3%	-$1.24M	0.29%	67
2026 Q1	$47.1M	Sell	1,535,104 -33,295	-2%	-$1.01M	0.35%	63
2025 Q4	$43M	Buy	1,568,399 +737,892	+89%	+$20.1M	0.35%	59
2025 Q3	$22.7M	Sell	830,507 -138,037	-14%	-$3.77M	0.21%	91
2025 Q2	$25.7M	Buy	968,544 +14,437	+2%	+$377K	0.29%	65
2025 Q1	$26.7M	Sell	954,107 -48,253	-5%	-$1.35M	0.4%	52
2024 Q4	$27.4M	Sell	1,002,360 -134,730	-12%	-$3.83M	0.49%	36
2024 Q3	$32M	Sell	1,137,090 -223,200	-16%	-$6.08M	0.72%	28
2024 Q2	$35.3M	Sell	1,360,290 -701,586	-34%	-$18.3M	0.78%	26
2024 Q1	$53.6M	Sell	2,061,876 -7,188,729	-78%	-$186M	1.28%	15
2023 Q4	$235M	Sell	9,250,605 -152,202	-2%	-$3.63M	7.14%	2
2023 Q3	$222M	Buy	9,402,807 +336,858	+4%	+$8.27M	7.26%	2
2023 Q2	$219M	Sell	9,065,949 -896,346	-9%	-$21.4M	7.1%	2
2023 Q1	$243M	Buy	9,962,295 +247,011	+3%	+$6.18M	8.83%	1
2022 Q4	$245M	Buy	9,715,284 +515,523	+6%	+$12.7M	8.85%	1
2022 Q3	$204M	Buy	9,199,761 +4,087,641	+80%	+$99.3M	8.84%	1
2022 Q2	$122M	Buy	5,112,120 +5,092,875	+26,463%	+$130M	3.78%	5
2022 Q1	$506K	Buy	19,245 +996	+5%	+$26.1K	0.03%	232
2021 Q4	$492K	Sell	18,249 -321	-2%	-$8.34K	0.05%	167
2021 Q3	$460K	Buy	18,570 +156	+0.8%	+$3.96K	0.05%	165
2021 Q2	$464K	Buy	18,414 +135	+0.7%	+$3.41K	0.04%	166
2021 Q1	$444K	Buy	+18,279	New	+$416K	0.05%	161
2019 Q3	–	Sell	-15,006	Closed	-$322K	–	147
2019 Q2	$322K	Sell	15,006 -5,790	-28%	-$102K	0.04%	88
2019 Q1	$406K	Sell	20,796 -459	-2%	-$7.72K	0.05%	75
2018 Q4	$367K	Sell	21,255 -3,273	-13%	-$54.5K	0.06%	67
2018 Q3	$480K	Buy	24,528 +552	+2%	+$9.55K	0.08%	58
2018 Q2	$443K	Buy	23,976 +3,486	+17%	+$57.4K	0.08%	60
2018 Q1	$383K	Buy	20,490 +618	+3%	+$10.5K	0.08%	60
2017 Q4	$385K	Buy	+19,872	New	+$326K	0.08%	58

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, selling an estimated $1.24M and leaving 1,496,093 shares worth $47.4M. The position accounts for 0.29% of the portfolio, ranked #67.

Merit Financial Group first reported a position in SCHD in Q4 2017 and has held it in 29 quarters since. The position peaked at $245M in Q4 2022. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Merit Financial Group held 1,496,093 shares of Schwab US Dividend Equity ETF worth $47.4M as of Q2 2026.
Merit Financial Group sold 39,011 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.24M.
Schwab US Dividend Equity ETF made up 0.29% of Merit Financial Group's portfolio in Q2 2026, its #67 holding.
Merit Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 29 quarters since.
Merit Financial Group's Schwab US Dividend Equity ETF position peaked at $245M in Q4 2022.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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