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Merit Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Merit Financial Group’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8M Buy
713,976
+251,846
+54% +$6.79M 0.12% 148
2026
Q1 		$11.4M Buy
462,130
+172,278
+59% +$4.38M 0.09% 207
2025
Q4 		$6.97M Buy
289,852
+84,681
+41% +$2.01M 0.06% 267
2025
Q3 		$4.78M Buy
205,171
+37,001
+22% +$836K 0.04% 325
2025
Q2 		$3.72M Buy
168,170
+90,342
+116% +$1.88M 0.04% 347
2025
Q1 		$1.54M Buy
77,828
+64,061
+465% +$1.26M 0.02% 506
2024
Q4 		$255K Buy
13,767
+437
+3% +$8.53K ﹤0.01% 992
2024
Q3 		$274K Sell
13,330
-186
-1% -$3.68K 0.01% 694
2024
Q2 		$260K Buy
13,516
+226
+2% +$4.37K 0.01% 765
2024
Q1 		$256K Sell
13,290
-1,906
-13% -$35.6K 0.01% 758
2023
Q4 		$281K Sell
15,196
-400
-3% -$6.94K 0.01% 642
2023
Q3 		$265K Buy
15,596
+776
+5% +$13.7K 0.01% 623
2023
Q2 		$264K Buy
14,820
+632
+4% +$11.2K 0.01% 628
2023
Q1 		$247K Sell
14,188
-4,374
-24% -$74.9K 0.01% 553
2022
Q4 		$299K Sell
18,562
-1,686
-8% -$26.3K 0.01% 543
2022
Q3 		$285K Sell
20,248
-11,294
-36% -$177K 0.01% 454
2022
Q2 		$496K Buy
31,542
+19,350
+159% +$330K 0.02% 360
2022
Q1 		$224K Buy
+12,192
New +$227K 0.01% 348

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

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

Merit Financial Group increased its Schwab International Equity ETF (SCHF) stake by 54% in Q2 2026, buying an estimated $6.79M and bringing the position to 713,976 shares worth $19.8M. The position accounts for 0.12% of the portfolio, ranked #148.

Merit Financial Group first reported a position in SCHF in Q1 2022 and has held it in 18 quarters since. 342 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Merit Financial Group held 713,976 shares of Schwab International Equity ETF worth $19.8M as of Q2 2026.
  • Merit Financial Group bought 251,846 Schwab International Equity ETF shares in Q2 2026, an estimated $6.79M.
  • Schwab International Equity ETF made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #148 holding.
  • Merit Financial Group first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 342 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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