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Disclosery

Merit Financial Group, LLC: SCHM position timeline

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

Merit Financial Group, LLC held 203,096 SCHM 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 203,096 shares
    Change vs previous 13F -1,755 shares

    0.05% of the 13F portfolio, value $7,488,168.

    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 204,851 shares
    Change vs previous 13F -5,495 shares

    0.05% of the 13F portfolio, value $6,342,202.

    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 210,346 shares
    Change vs previous 13F -668 shares

    0.05% of the 13F portfolio, value $6,325,106.

    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 211,014 shares
    Change vs previous 13F -3,384 shares

    0.06% of the 13F portfolio, value $6,254,441.

    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 214,398 shares
    Change vs previous 13F +101,229 shares

    0.07% of the 13F portfolio, value $6,013,852.

    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 113,169 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,965,020.

    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).