MFG
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Merit Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Merit Financial Group’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.98M Buy
112,167
+16,117
+17% +$430K 0.02% 540
2025
Q4 		$2.54M Buy
96,050
+8,003
+9% +$215K 0.02% 551
2025
Q3 		$2.37M Buy
88,047
+981
+1% +$26.3K 0.02% 509
2025
Q2 		$2.32M Buy
87,066
+21,277
+32% +$563K 0.03% 477
2025
Q1 		$1.77M Buy
+65,789
New +$1.73M 0.03% 469
2024
Q4 		– Sell
-11,036
Closed -$296K – 1183
2024
Q3 		$296K Buy
11,036
+1,426
+15% +$37.7K 0.01% 673
2024
Q2 		$250K Sell
9,610
-4,132
-30% -$107K 0.01% 778
2024
Q1 		$354K Buy
+13,742
New +$356K 0.01% 652
2023
Q1 		– Sell
-7,838
Closed -$203K – 711
2022
Q4 		$203K Buy
+7,838
New +$205K 0.01% 621

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MERSOM
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QCM
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SEI Investments
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return