Merit Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.25M	Sell
2025 Q2	$6.01M	Buy
2025 Q1	$2.97M	Buy
2023 Q1	–	Sell
2022 Q4	$636K	Buy
2022 Q3	$582K	Sell
2022 Q2	$1.04M	Buy