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Merit Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Merit Financial Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.47M Sell
236,290
-32,562
-12% -$753K 0.03% 404
2026
Q1 		$6.24M Sell
268,852
-14,996
-5% -$351K 0.05% 336
2025
Q4 		$6.63M Sell
283,848
-23,079
-8% -$542K 0.05% 282
2025
Q3 		$7.2M Sell
306,927
-8,532
-3% -$198K 0.07% 225
2025
Q2 		$7.33M Sell
315,459
-41,707
-12% -$957K 0.08% 189
2025
Q1 		$8.27M Sell
357,166
-7,926
-2% -$182K 0.12% 136
2024
Q4 		$8.29M Buy
365,092
+302,030
+479% +$6.98M 0.15% 122
2024
Q3 		$1.5M Sell
63,062
-295,588
-82% -$6.92M 0.03% 334
2024
Q2 		$8.17M Buy
358,650
+72,746
+25% +$1.65M 0.18% 94
2024
Q1 		$6.45M Buy
285,904
+81,260
+40% +$1.87M 0.15% 114
2023
Q4 		$4.77M Buy
+204,644
New +$4.58M 0.15% 103

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Merit Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, selling an estimated $753K and leaving 236,290 shares worth $5.47M. The position accounts for 0.03% of the portfolio, ranked #404.

Merit Financial Group first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.29M in Q4 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Merit Financial Group held 236,290 shares of Schwab US Aggregate Bond ETF worth $5.47M as of Q2 2026.
  • Merit Financial Group sold 32,562 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $753K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #404 holding.
  • Merit Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Merit Financial Group's Schwab US Aggregate Bond ETF position peaked at $8.29M in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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