MFG
SCHV

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
2026
Q2 		$30.6M Buy
880,325
+75,534
+9% +$2.49M 0.19% 97
2026
Q1 		$24.5M Buy
804,791
+2,120
+0.3% +$66K 0.18% 96
2025
Q4 		$23.8M Sell
802,671
-12,321
-2% -$360K 0.19% 94
2025
Q3 		$23.7M Sell
814,992
-36,166
-4% -$1.03M 0.22% 86
2025
Q2 		$23.6M Buy
851,158
+479,673
+129% +$12.6M 0.26% 71
2025
Q1 		$9.87M Buy
371,485
+358,866
+2,844% +$9.63M 0.15% 117
2024
Q4 		$329K Buy
12,619
+2,989
+31% +$80.7K 0.01% 891
2024
Q3 		$258K Buy
9,630
+30
+0.3% +$771 0.01% 708
2024
Q2 		$237K Sell
9,600
-1,500
-14% -$37.1K 0.01% 802
2024
Q1 		$271K Buy
+11,100
New +$266K 0.01% 744
2023
Q3 		– Sell
-37,752
Closed -$844K – 779
2023
Q2 		$844K Buy
+37,752
New +$824K 0.03% 365

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Merit Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.4% in Q2 2026, buying an estimated $2.49M and bringing the position to 880,325 shares worth $30.6M. The position accounts for 0.19% of the portfolio, ranked #97.

Merit Financial Group first reported a position in SCHV in Q2 2023 and has held it in 11 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Merit Financial Group held 880,325 shares of Schwab US Large-Cap Value ETF worth $30.6M as of Q2 2026.
  • Merit Financial Group bought 75,534 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.49M.
  • Schwab US Large-Cap Value ETF made up 0.19% of Merit Financial Group's portfolio in Q2 2026, its #97 holding.
  • Merit Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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