Schwab U S Large Cap Growth ETF shares owned by Merit Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 1.8M | 31.91 |
| 2025-06-30 | $56M | 1.9M | 29.21 |
| 2025-03-31 | $21M | 826k | 25.04 |
| 2024-12-31 | $4.1M | 146k | 27.87 |
| 2024-09-30 | $1.2M | 12k | 104.18 |
| 2024-03-31 | $735k | 8.0k | 91.45 |
| 2023-12-31 | $457k | 5.5k | 82.97 |
| 2023-09-30 | $411k | 5.7k | 72.72 |
| 2023-06-30 | $1.2M | 15k | 74.95 |
| 2023-03-31 | $361k | 5.5k | 65.17 |
| 2022-12-31 | $317k | 5.7k | 55.56 |
| 2022-09-30 | $262k | 4.7k | 55.91 |
| 2022-06-30 | $333k | 5.7k | 57.98 |
| 2022-03-31 | $312k | 4.2k | 74.89 |
| 2021-12-31 | $275k | 1.7k | 163.89 |
| 2021-09-30 | $248k | 1.7k | 147.80 |
| 2021-06-30 | $245k | 1.7k | 146.01 |
Top funds holding Schwab U S Large Cap Growth ETF
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