MFG
SCHR

Merit Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Merit Financial Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$797K Buy
32,312
+1,685
+6% +$41.6K ﹤0.01% 1200
2026
Q1 		$763K Sell
30,627
-2,028
-6% -$50.8K 0.01% 1129
2025
Q4 		$819K Buy
32,655
+928
+3% +$23.4K 0.01% 1033
2025
Q3 		$797K Sell
31,727
-10,964
-26% -$274K 0.01% 956
2025
Q2 		$1.07M Sell
42,691
-1,091
-2% -$27K 0.01% 755
2025
Q1 		$1.09M Sell
43,782
-3,445
-7% -$84.3K 0.02% 630
2024
Q4 		$1.15M Sell
47,227
-14,817
-24% -$365K 0.02% 476
2024
Q3 		$1.57M Sell
62,044
-22
-0% -$550 0.04% 318
2024
Q2 		$1.51M Sell
62,066
-21,622
-26% -$523K 0.03% 324
2024
Q1 		$2.02M Sell
83,688
-61,796
-42% -$1.52M 0.05% 261
2023
Q4 		$3.62M Buy
+145,484
New +$3.51M 0.11% 126
2023
Q1 		– Sell
-23,572
Closed -$580K – 711
2022
Q4 		$580K Buy
+23,572
New +$580K 0.02% 391

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

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

Merit Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.5% in Q2 2026, buying an estimated $41.6K and bringing the position to 32,312 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Merit Financial Group first reported a position in SCHR in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.62M in Q4 2023. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Merit Financial Group held 32,312 shares of Schwab Intermediately-Term US Treasury ETF worth $797K as of Q2 2026.
  • Merit Financial Group bought 1,685 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $41.6K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1200 holding.
  • Merit Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 12 quarters since.
  • Merit Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $3.62M in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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