MFG
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Merit Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Merit Financial Group’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59M Buy
2,442,106
+384,453
+19% +$9.29M 0.36% 55
2026
Q1 		$49.9M Buy
2,057,653
+168,337
+9% +$4.1M 0.37% 59
2025
Q4 		$46M Buy
1,889,316
+327,024
+21% +$7.97M 0.37% 57
2025
Q3 		$38.1M Buy
1,562,292
+469,323
+43% +$11.4M 0.35% 57
2025
Q2 		$26.6M Buy
1,092,969
+191,629
+21% +$4.66M 0.3% 62
2025
Q1 		$21.9M Buy
901,340
+432,282
+92% +$10.5M 0.33% 57
2024
Q4 		$11.3M Buy
469,058
+83,896
+22% +$2.03M 0.2% 92
2024
Q3 		$9.43M Buy
385,162
+39,560
+11% +$962K 0.21% 83
2024
Q2 		$8.32M Sell
345,602
-228,852
-40% -$5.49M 0.18% 91
2024
Q1 		$13.8M Buy
574,454
+461,926
+410% +$11.2M 0.33% 51
2023
Q4 		$2.73M Sell
112,528
-6,320
-5% -$152K 0.08% 161
2023
Q3 		$2.85M Buy
118,848
+4,058
+4% +$97.3K 0.09% 171
2023
Q2 		$2.76M Sell
114,790
-12,594
-10% -$305K 0.09% 175
2023
Q1 		$3.11M Buy
127,384
+23,130
+22% +$560K 0.11% 138
2022
Q4 		$2.51M Sell
104,254
-32,656
-24% -$787K 0.09% 165
2022
Q3 		$3.3M Sell
136,910
-6,662
-5% -$163K 0.14% 100
2022
Q2 		$3.53M Buy
+143,572
New +$3.54M 0.11% 120

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Merit Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 19% in Q2 2026, buying an estimated $9.29M and bringing the position to 2,442,106 shares worth $59M. The position accounts for 0.36% of the portfolio, ranked #55.

Merit Financial Group first reported a position in SCHO in Q2 2022 and has held it in 17 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Merit Financial Group held 2,442,106 shares of Schwab Short-Term US Treasury ETF worth $59M as of Q2 2026.
  • Merit Financial Group bought 384,453 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $9.29M.
  • Schwab Short-Term US Treasury ETF made up 0.36% of Merit Financial Group's portfolio in Q2 2026, its #55 holding.
  • Merit Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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