MFG
SCHQ

Merit Financial Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Merit Financial Group’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,351
Closed -$298K – 1851
2025
Q2 		$298K Sell
9,351
-849
-8% -$26.8K ﹤0.01% 1343
2025
Q1 		$334K Sell
10,200
-812
-7% -$26K 0.01% 1086
2024
Q4 		$346K Sell
11,012
-5,060
-31% -$167K 0.01% 871
2024
Q3 		$562K Buy
16,072
+1,125
+8% +$38.7K 0.01% 533
2024
Q2 		$490K Sell
14,947
-3,964
-21% -$129K 0.01% 579
2024
Q1 		$608K Sell
18,911
-8,383
-31% -$283K 0.01% 523
2023
Q4 		$957K Buy
+27,294
New +$879K 0.03% 325

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Merit Financial Group's SCHQ Position: Q3 2025 in Review

Merit Financial Group sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 9,351 shares — an estimated $298K sold.

Merit Financial Group first reported a position in SCHQ in Q4 2023 and held it in 7 quarters. The position peaked at $957K in Q4 2023. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

  • Merit Financial Group reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 9,351 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $298K.
  • Merit Financial Group first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 7 quarters.
  • Merit Financial Group's Schwab Long-Term US Treasury ETF position peaked at $957K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.