Merit Financial Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Merit Financial Group, LLC
- $9.62 Billion
- Q3 2025
A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Merit Financial Group, LLC holds 33,943 shares of SCHK stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
33,943
Previous 33,943
-0.0%
Holding current value
$1.1 Million
Previous $1.09 Million
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio