Schwab Strategic Tr us lrg cap etf shares owned by Merit Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 423k | 26.34 |
| 2025-06-30 | $11M | 465k | 24.44 |
| 2025-03-31 | $9.5M | 432k | 22.08 |
| 2024-12-31 | $2.4M | 104k | 23.18 |
| 2024-09-30 | $383k | 5.6k | 67.85 |
| 2024-03-31 | $320k | 5.3k | 60.63 |
| 2023-12-31 | $202k | 3.6k | 56.39 |
| 2023-06-30 | $691k | 13k | 52.37 |
| 2022-12-31 | $326k | 7.2k | 45.15 |
| 2022-09-30 | $289k | 6.8k | 42.28 |
| 2022-06-30 | $313k | 7.0k | 44.71 |
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