Schwab Strategic Tr cmn shares owned by Merit Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 815k | 29.11 |
| 2025-06-30 | $24M | 851k | 27.67 |
| 2025-03-31 | $9.9M | 372k | 26.58 |
| 2024-12-31 | $329k | 13k | 26.07 |
| 2024-09-30 | $258k | 3.2k | 80.36 |
| 2024-03-31 | $271k | 3.7k | 73.21 |
| 2023-06-30 | $844k | 13k | 67.09 |