Position history for Merit Financial Group, LLC's holdings in SCHWAB STRATEGIC TR
Merit Financial Group, LLC holds 1.7M shares of SCHG (SCHWAB STRATEGIC TR), worth $56.5M as of 2025-Q4. The position was decreased (-5.6% shares). SCHG represents 0.5% of Merit Financial Group, LLC's portfolio.
Current Value
$56.5M
Current Shares
1.7M
Total Value Change
+$55.7M
Total Shares Change
+1.7M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Decreased |
| 1.7M |
-5.6% |
| $56.5M |
| 0.5% |
| $32.88 |
0 |
| 2025-Q3 | Decreased | 1.8M | -4.3% | $58.5M | 0.5% | $31.75 | 0 |
| 2025-Q2 | Increased | 1.9M | +132.1% | $56M | 0.6% | $28.96 | 67 |
| 2025-Q1 | Increased | 825,862 | +466.1% | $20.7M | 0.3% | $24.95 | 55 |
| 2024-Q4 | Increased | 145,888 | +1152.0% | $4.1M | 0.1% | $28.03 | 43 |
| 2024-Q3 | Increased | 11,652 | +45.5% | $1.2M | 0.0% | $25.78 | 34 |
| 2024-Q2 | Decreased | 8,006 | -0.4% | $807,327 | 0.0% | $25.06 | 0 |