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
2026 Q2	$7.49M	Sell	203,096 -1,755	-0.9%	-$60.4K	0.05%	327
2026 Q1	$6.34M	Sell	204,851 -5,495	-3%	-$175K	0.05%	332
2025 Q4	$6.33M	Sell	210,346 -668	-0.3%	-$19.9K	0.05%	299
2025 Q3	$6.25M	Sell	211,014 -3,384	-2%	-$98.5K	0.06%	263
2025 Q2	$6.01M	Buy	214,398 +101,229	+89%	+$2.67M	0.07%	225
2025 Q1	$2.97M	Buy	+113,169	New	+$3.15M	0.04%	330
2023 Q1	–	Sell	-29,082	Closed	-$636K	–	709
2022 Q4	$636K	Buy	29,082 +258	+0.9%	+$5.65K	0.02%	376
2022 Q3	$582K	Sell	28,824 -20,781	-42%	-$464K	0.03%	329
2022 Q2	$1.04M	Buy	+49,605	New	+$1.14M	0.03%	252

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.86% in Q2 2026, selling an estimated $60.4K and leaving 203,096 shares worth $7.49M. The position accounts for 0.05% of the portfolio, ranked #327.

Merit Financial Group first reported a position in SCHM in Q2 2022 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Merit Financial Group held 203,096 shares of Schwab US Mid-Cap ETF worth $7.49M as of Q2 2026.
Merit Financial Group sold 1,755 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $60.4K.
Schwab US Mid-Cap ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #327 holding.
Merit Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 9 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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