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Merit Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Merit Financial Group’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$369K Sell
15,579
-3,510
-18% -$81.8K ﹤0.01% 1690
2026
Q1 		$410K Buy
+19,089
New +$418K ﹤0.01% 1487

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 18% in Q2 2026, selling an estimated $81.8K and leaving 15,579 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Merit Financial Group first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. The position peaked at $410K in Q1 2026. 163 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Merit Financial Group held 15,579 shares of Schwab US REIT ETF worth $369K as of Q2 2026.
  • Merit Financial Group sold 3,510 Schwab US REIT ETF shares in Q2 2026, an estimated $81.8K.
  • Schwab US REIT ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1690 holding.
  • Merit Financial Group first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Schwab US REIT ETF position peaked at $410K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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