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Merit Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Merit Financial Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$911K Sell
25,270
-747
-3% -$26.1K 0.01% 1126
2026
Q1 		$815K Sell
26,017
-580
-2% -$19K 0.01% 1086
2025
Q4 		$872K Sell
26,597
-7,346
-22% -$239K 0.01% 1011
2025
Q3 		$1.09M Sell
33,943
-52
-0.2% -$1.61K 0.01% 825
2025
Q2 		$1.01M Sell
33,995
-6,192
-15% -$171K 0.01% 780
2025
Q1 		$1.08M Buy
+40,187
New +$1.14M 0.02% 632

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab 1000 Index ETF (SCHK) stake by 2.9% in Q2 2026, selling an estimated $26.1K and leaving 25,270 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1126.

Merit Financial Group first reported a position in SCHK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Merit Financial Group held 25,270 shares of Schwab 1000 Index ETF worth $911K as of Q2 2026.
  • Merit Financial Group sold 747 Schwab 1000 Index ETF shares in Q2 2026, an estimated $26.1K.
  • Schwab 1000 Index ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1126 holding.
  • Merit Financial Group first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Schwab 1000 Index ETF position peaked at $1.09M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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