MFG
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Merit Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Merit Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.5M Buy
1,817,577
+15,096
+0.8% +$500K 0.38% 54
2026
Q1 		$52.5M Buy
1,802,481
+70,827
+4% +$2.2M 0.39% 53
2025
Q4 		$56.5M Sell
1,731,654
-102,376
-6% -$3.33M 0.45% 49
2025
Q3 		$58.5M Sell
1,834,030
-82,631
-4% -$2.52M 0.54% 42
2025
Q2 		$56M Buy
1,916,661
+1,090,799
+132% +$28.8M 0.62% 34
2025
Q1 		$20.7M Buy
825,862
+679,974
+466% +$18.6M 0.31% 61
2024
Q4 		$4.07M Buy
145,888
+99,280
+213% +$2.72M 0.07% 223
2024
Q3 		$1.21M Buy
46,608
+14,584
+46% +$367K 0.03% 373
2024
Q2 		$807K Sell
32,024
-136
-0.4% -$3.21K 0.02% 470
2024
Q1 		$735K Buy
32,160
+10,148
+46% +$224K 0.02% 480
2023
Q4 		$457K Sell
22,012
-608
-3% -$11.8K 0.01% 519
2023
Q3 		$411K Sell
22,620
-38,816
-63% -$731K 0.01% 500
2023
Q2 		$1.15M Buy
61,436
+39,284
+177% +$674K 0.04% 310
2023
Q1 		$361K Sell
22,152
-680
-3% -$10.3K 0.01% 466
2022
Q4 		$317K Buy
22,832
+4,088
+22% +$58.8K 0.01% 529
2022
Q3 		$262K Sell
18,744
-4,228
-18% -$66.2K 0.01% 469
2022
Q2 		$333K Buy
22,972
+6,308
+38% +$101K 0.01% 427
2022
Q1 		$312K Buy
16,664
+3,240
+24% +$59.1K 0.02% 300
2021
Q4 		$275K Hold
13,424
– – 0.03% 232
2021
Q3 		$248K Hold
13,424
– – 0.03% 233
2021
Q2 		$245K Buy
+13,424
New +$232K 0.02% 233

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

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

Merit Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.84% in Q2 2026, buying an estimated $500K and bringing the position to 1,817,577 shares worth $61.5M. The position accounts for 0.38% of the portfolio, ranked #54.

Merit Financial Group first reported a position in SCHG in Q2 2021 and has held it in 21 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Merit Financial Group held 1,817,577 shares of Schwab US Large-Cap Growth ETF worth $61.5M as of Q2 2026.
  • Merit Financial Group bought 15,096 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $500K.
  • Schwab US Large-Cap Growth ETF made up 0.38% of Merit Financial Group's portfolio in Q2 2026, its #54 holding.
  • Merit Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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