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Disclosery

Merit Financial Group, LLC: SCHO position timeline

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

Merit Financial Group, LLC held 2,442,106 SCHO 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 2,442,106 shares
    Change vs previous 13F +384,453 shares

    0.37% of the 13F portfolio, value $58,952,427.

    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 2,057,653 shares
    Change vs previous 13F +168,337 shares

    0.37% of the 13F portfolio, value $49,939,236.

    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 1,889,316 shares
    Change vs previous 13F +327,024 shares

    0.37% of the 13F portfolio, value $46,042,625.

    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 1,562,292 shares
    Change vs previous 13F +469,323 shares

    0.35% of the 13F portfolio, value $38,119,911.

    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 1,092,969 shares
    Change vs previous 13F +191,629 shares

    0.3% of the 13F portfolio, value $26,646,588.

    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 901,340 shares
    Change vs previous 13F +432,282 shares

    0.33% of the 13F portfolio, value $21,938,610.

    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 469,058 shares
    Change vs previous 13F +276,477 shares

    0.2% of the 13F portfolio, value $11,285,532.

    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 192,581 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,432,620.

    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).