Merit Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Merit Financial Group, LLC

$9.62 Billion
Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Merit Financial Group, LLC holds 161,679 shares of SCHB stock, worth $4.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

161,679

Previous 161,679 -0.0%

Holding current value

$4.17 Million

Previous $4.16 Million -0.0%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$23.82 - $25.84 $101,044 - $109,613	-4,242 Reduced 2.56%	161,679 $4.16 Million
Q2 2025 Jul 22, 2025	BUY	$19.1 - $23.83 $1.09 Million - $1.35 Million	56,857 Added 52.13%	165,921 $3.95 Million
Q1 2025 Apr 09, 2025	BUY	$21.23 - $23.75 $2.32 Million - $2.59 Million	109,064 New	109,064 $2.34 Million
Q4 2022 Jan 13, 2023	BUY	$41.94 - $47.81 $18,579 - $21,179	443 Added 2.63%	17,270 $0
Q3 2022 Oct 31, 2022	SELL	$41.99 - $50.63 $21,498 - $25,922	-512 Reduced 2.95%	16,827 $707,000

Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $744,363 - $935,959	17,339 New	17,339 $766,000
Q3 2020 Nov 10, 2020	SELL	$36.93 - $42.52 $130,215 - $149,925	-3,526 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$34.47 - $38.58 $121,541 - $136,033	3,526 New	3,526 $271,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Merit Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History