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SCHOSCHO
Showing 8 of 17 quarters

Position history for MFMerit Financial Group, LLC's holdings in SCHWAB SHORT-TERM US TREAS

Merit Financial Group, LLC holds 2.4M shares of SCHO (SCHWAB SHORT-TERM US TREAS), worth $59M as of 2026-Q2. The position was increased (+18.7% shares). SCHO represents 0.4% of Merit Financial Group, LLC's portfolio.

Current Value

$59M

Current Shares

2.4M

Total Value Change

+$49.5M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+18.7%
$59M0.4%$24.06
41
2026-Q1
Increased
2.1M
+8.9%
$49.9M0.4%$24.34
38
2025-Q4
Increased
1.9M
+20.9%
$46M0.4%$23.91
42
2025-Q3
Increased
1.6M
+42.9%
$38.1M0.4%$23.64
47
2025-Q2
Increased
1.1M
+21.3%
$26.6M0.3%$23.72
41
2025-Q1
Increased
901,340
+92.2%
$21.9M0.3%$23.45
54
2024-Q4
Increased
469,058
+143.6%
$11.3M0.2%$23.08
54
2024-Q3
Increased
192,581
+11.4%
$9.4M0.2%$23.15
37

Other major holders of SCHO: BANK OF AMERICA CORP /DE/

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