Schwab U S Small Cap ETF shares owned by Merit Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $18M | 636k | 28.48 |
| 2025-09-30 | $12M | 436k | 27.90 |
| 2025-06-30 | $10M | 395k | 25.30 |
| 2025-03-31 | $3.2M | 137k | 23.43 |
| 2024-09-30 | $210k | 4.1k | 51.50 |
| 2024-03-31 | $324k | 6.8k | 47.36 |
| 2023-12-31 | $305k | 6.5k | 47.24 |
| 2023-09-30 | $279k | 6.7k | 41.42 |
| 2022-12-31 | $777k | 19k | 40.51 |
| 2022-09-30 | $512k | 14k | 37.82 |
| 2022-06-30 | $523k | 13k | 38.98 |
| 2020-06-30 | $257k | 3.9k | 65.31 |
| 2020-03-31 | $203k | 3.9k | 51.59 |
| 2019-12-31 | $298k | 3.9k | 75.73 |