Merit Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Merit Financial Group’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23.7M	Sell
2025 Q2	$23.6M	Buy
2025 Q1	$9.87M	Buy
2024 Q4	$329K	Buy
2024 Q3	$258K	Buy
2024 Q2	$237K	Sell
2024 Q1	$271K	Buy
2023 Q3	–	Sell
2023 Q2	$844K	Buy