Merit Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
465,081
+33,310
| +8% | +$814K | 0.13% | 128 |
|
|
2025
Q1 | $9.53M | Buy |
431,771
+327,766
| +315% | +$7.24M | 0.14% | 120 |
|
|
2024
Q4 | $2.41M | Buy |
104,005
+87,064
| +514% | +$2.02M | 0.04% | 318 |
|
|
2024
Q3 | $383K | Buy |
16,941
+348
| +2% | +$7.87K | 0.01% | 621 |
|
|
2024
Q2 | $355K | Buy |
16,593
+744
| +5% | +$15.9K | 0.01% | 666 |
|
|
2024
Q1 | $320K | Buy |
15,849
+5,088
| +47% | +$103K | 0.01% | 686 |
|
|
2023
Q4 | $202K | Buy |
+10,761
| New | +$202K | 0.01% | 727 |
|
|
2023
Q3 | – | Sell |
-39,579
| Closed | -$691K | – | 777 |
|
|
2023
Q2 | $691K | Buy |
+39,579
| New | +$691K | 0.02% | 391 |
|
|
2023
Q1 | – | Sell |
-21,636
| Closed | -$326K | – | 709 |
|
|
2022
Q4 | $326K | Buy |
21,636
+1,131
| +6% | +$17K | 0.01% | 523 |
|
|
2022
Q3 | $289K | Sell |
20,505
-498
| -2% | -$7.02K | 0.01% | 448 |
|
|
2022
Q2 | $313K | Buy |
+21,003
| New | +$313K | 0.01% | 437 |
|