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
2025 Q3	$797K	Sell
2025 Q2	$1.07M	Sell
2025 Q1	$1.09M	Sell
2024 Q4	$1.15M	Sell
2024 Q3	$1.57M	Sell
2024 Q2	$1.51M	Sell
2024 Q1	$2.02M	Sell
2023 Q4	$3.62M	Buy
2023 Q1	–	Sell
2022 Q4	$580K	Buy