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Disclosery

Merit Financial Group, LLC: SCHW position timeline

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

Merit Financial Group, LLC held 70,252 SCHW 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 70,252 shares
    Change vs previous 13F -3,032 shares

    0.04% of the 13F portfolio, value $6,482,123.

    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 73,284 shares
    Change vs previous 13F +4,172 shares

    0.05% of the 13F portfolio, value $6,887,204.

    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 69,112 shares
    Change vs previous 13F +11,252 shares

    0.06% of the 13F portfolio, value $6,905,009.

    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 57,860 shares
    Change vs previous 13F +3,190 shares

    0.05% of the 13F portfolio, value $5,523,891.

    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 54,670 shares
    Change vs previous 13F +9,784 shares

    0.06% of the 13F portfolio, value $4,988,125.

    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 44,886 shares
    Change vs previous 13F +11,340 shares

    0.05% of the 13F portfolio, value $3,513,652.

    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 33,546 shares
    Change vs previous 13F +23,383 shares

    0.04% of the 13F portfolio, value $2,482,759.

    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 10,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $658,669.

    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).