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Merit Financial Group, LLC: SCHG position timeline

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

Merit Financial Group, LLC held 1,817,577 SCHG 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 1,817,577 shares
    Change vs previous 13F +15,096 shares

    0.38% of the 13F portfolio, value $61,506,814.

    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 1,802,481 shares
    Change vs previous 13F +70,827 shares

    0.39% of the 13F portfolio, value $52,506,283.

    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 1,731,654 shares
    Change vs previous 13F -102,376 shares

    0.45% of the 13F portfolio, value $56,486,538.

    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 1,834,030 shares
    Change vs previous 13F -82,631 shares

    0.54% of the 13F portfolio, value $58,523,901.

    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 1,916,661 shares
    Change vs previous 13F +1,090,799 shares

    0.62% of the 13F portfolio, value $55,985,658.

    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 825,862 shares
    Change vs previous 13F +679,974 shares

    0.31% of the 13F portfolio, value $20,679,577.

    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 145,888 shares
    Change vs previous 13F +134,236 shares

    0.07% of the 13F portfolio, value $4,065,911.

    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 11,652 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,213,900.

    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).