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SCHDSCHD
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Position history for MFMerit Financial Group, LLC's holdings in SCHWAB US DVD EQUITY ETF

Merit Financial Group, LLC holds 1.5M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $47.4M as of 2026-Q2. The position was decreased (-2.5% shares). SCHD represents 0.3% of Merit Financial Group, LLC's portfolio.

Current Value

$47.4M

Current Shares

1.5M

Total Value Change

+$15.4M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-2.5%
$47.4M0.3%$31.71
0
2026-Q1
Decreased
1.5M
-2.1%
$47.1M0.3%$31.59
0
2025-Q4
Increased
1.6M
+88.8%
$43M0.3%$27.63
55
2025-Q3
Decreased
830,507
-14.3%
$22.7M0.2%$26.83
0
2025-Q2
Increased
968,544
+1.5%
$25.7M0.3%$25.87
35
2025-Q1
Decreased
954,107
-4.8%
$26.7M0.4%$26.78
0
2024-Q4
Increased
1M
+164.4%
$27.4M0.5%$26.20
55
2024-Q3
Decreased
379,030
-16.4%
$32M0.7%$26.78
0

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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