Skip to content
Disclosery

Merit Financial Group, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on SCHD, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 1,496,093 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,496,093 shares
    Change vs previous 13F -39,011 shares

    0.29% of the 13F portfolio, value $47,441,107.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,535,104 shares
    Change vs previous 13F -33,295 shares

    0.35% of the 13F portfolio, value $47,096,987.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,568,399 shares
    Change vs previous 13F +737,892 shares

    0.35% of the 13F portfolio, value $43,021,186.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 830,507 shares
    Change vs previous 13F -138,037 shares

    0.21% of the 13F portfolio, value $22,672,829.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 968,544 shares
    Change vs previous 13F +14,437 shares

    0.29% of the 13F portfolio, value $25,666,426.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 954,107 shares
    Change vs previous 13F -48,253 shares

    0.4% of the 13F portfolio, value $26,676,818.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,002,360 shares
    Change vs previous 13F +623,330 shares

    0.49% of the 13F portfolio, value $27,384,482.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 379,030 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $32,039,424.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).