Position history for Merit Financial Group, LLC's holdings in SCHWAB STRATEGIC TR
Merit Financial Group, LLC holds 1.5M shares of SCHD (SCHWAB STRATEGIC TR), worth $47.1M as of 2026-Q1. The position was decreased (-2.1% shares). SCHD represents 0.3% of Merit Financial Group, LLC's portfolio.
Current Value
$47.1M
Current Shares
1.5M
Total Value Change
+$11.8M
Total Shares Change
+1.1M
Other major holders of SCHD: Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Decreased |
| 1.5M |
-2.1% |
| $47.1M |
| 0.3% |
| $31.59 |
0 |
| 2025-Q4 | Increased | 1.6M | +88.8% | $43M | 0.3% | $27.63 | 55 |
| 2025-Q3 | Decreased | 830,507 | -14.3% | $22.7M | 0.2% | $26.83 | 0 |
| 2025-Q2 | Increased | 968,544 | +1.5% | $25.7M | 0.3% | $25.87 | 35 |
| 2025-Q1 | Decreased | 954,107 | -4.8% | $26.7M | 0.4% | $26.78 | 0 |
| 2024-Q4 | Increased | 1M | +164.4% | $27.4M | 0.5% | $26.20 | 55 |
| 2024-Q3 | Decreased | 379,030 | -16.4% | $32M | 0.7% | $26.78 | 0 |
| 2024-Q2 | Decreased | 453,430 | -34.0% | $35.3M | 0.8% | $24.49 | 0 |