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Schwab Strategic Tr intrm trm shares owned by Merit Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 42k 48.29
2023-12-31 $3.6M 73k 49.72
2022-12-31 $580k 12k 49.23

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management

View all funds holding Schwab Strategic Tr intrm trm