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

Merit Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Sell
705,251
-43,950
-6% -$1.26M 0.13% 143
2026
Q1 		$19.2M Buy
749,201
+23,809
+3% +$639K 0.14% 122
2025
Q4 		$19.5M Buy
725,392
+302,007
+71% +$8.07M 0.16% 114
2025
Q3 		$11.2M Sell
423,385
-41,696
-9% -$1.06M 0.1% 159
2025
Q2 		$11.4M Buy
465,081
+33,310
+8% +$753K 0.13% 128
2025
Q1 		$9.53M Buy
431,771
+327,766
+315% +$7.63M 0.14% 120
2024
Q4 		$2.41M Buy
104,005
+87,064
+514% +$2.03M 0.04% 319
2024
Q3 		$383K Buy
16,941
+348
+2% +$7.58K 0.01% 622
2024
Q2 		$355K Buy
16,593
+744
+5% +$15.4K 0.01% 667
2024
Q1 		$320K Buy
15,849
+5,088
+47% +$100K 0.01% 687
2023
Q4 		$202K Buy
+10,761
New +$189K 0.01% 727
2023
Q3 		– Sell
-39,579
Closed -$691K – 780
2023
Q2 		$691K Buy
+39,579
New +$653K 0.02% 394
2023
Q1 		– Sell
-21,636
Closed -$326K – 712
2022
Q4 		$326K Buy
21,636
+1,131
+6% +$17.1K 0.01% 525
2022
Q3 		$289K Sell
20,505
-498
-2% -$7.81K 0.01% 451
2022
Q2 		$313K Buy
+21,003
New +$340K 0.01% 446

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q2 2026, selling an estimated $1.26M and leaving 705,251 shares worth $20.8M. The position accounts for 0.13% of the portfolio, ranked #143.

Merit Financial Group first reported a position in SCHX in Q2 2022 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Merit Financial Group held 705,251 shares of Schwab US Large- Cap ETF worth $20.8M as of Q2 2026.
  • Merit Financial Group sold 43,950 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.26M.
  • Schwab US Large- Cap ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #143 holding.
  • Merit Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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