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SCHOSCHO
Showing 8 of 17 quarters

Position history for MFMerit Financial Group, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Merit Financial Group holds 2,442,106 shares of SCHO, worth $59M, as of its Q2 2026 13F filing. It increased the position by 384,453 shares (+18.7%) from Q1 2026. Merit Financial Group has held SCHO since Q2 2022, across 17 quarterly 13F filings. SCHO is 0.4% of Merit Financial Group's reported 13F 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%$23.92
41
2026-Q1
Increased
2.1M
+8.9%
$49.9M0.4%$23.83
38
2025-Q4
Increased
1.9M
+20.9%
$46M0.4%$23.77
42
2025-Q3
Increased
1.6M
+42.9%
$38.1M0.4%$23.50
47
2025-Q2
Increased
1.1M
+21.3%
$26.6M0.3%$23.24
41
2025-Q1
Increased
901,340
+92.2%
$21.9M0.3%$22.96
54
2024-Q4
Increased
469,058
+143.6%
$11.3M0.2%$22.53
54
2024-Q3
Increased
192,581
+11.4%
$9.4M0.2%$22.63
37

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

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