Merit Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Sell	27,660 -1,301	-4%	-$46.5K	0.01%	1073
2026 Q1	$954K	Buy	28,961 +1,341	+5%	+$45.8K	0.01%	1005
2025 Q4	$905K	Buy	27,620 +1,352	+5%	+$45.1K	0.01%	999
2025 Q3	$877K	Buy	26,268 +3,119	+13%	+$98.3K	0.01%	919
2025 Q2	$698K	Sell	23,149 -60	-0.3%	-$1.7K	0.01%	951
2025 Q1	$640K	Buy	+23,209	New	+$635K	0.01%	826
2023 Q1	–	Sell	-31,211	Closed	-$739K	–	708
2022 Q4	$739K	Buy	31,211 +12,951	+71%	+$301K	0.03%	346
2022 Q3	$409K	Sell	18,260 -146,168	-89%	-$3.61M	0.02%	391
2022 Q2	$4.17M	Buy	164,428 +155,353	+1,712%	+$4.06M	0.13%	100
2022 Q1	$252K	Buy	+9,075	New	+$263K	0.02%	324

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.5% in Q2 2026, selling an estimated $46.5K and leaving 27,660 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1073.

Merit Financial Group first reported a position in SCHE in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.17M in Q2 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Merit Financial Group held 27,660 shares of Schwab Emerging Markets Equity ETF worth $1M as of Q2 2026.
Merit Financial Group sold 1,301 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $46.5K.
Schwab Emerging Markets Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1073 holding.
Merit Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 10 quarters since.
Merit Financial Group's Schwab Emerging Markets Equity ETF position peaked at $4.17M in Q2 2022.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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