Merit Financial Group, LLC Schwab Strategic Tr Long Term Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Merit Financial Group, LLC holds 11,012 shares of SCHQ stock, worth $361,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,012

Previous 16,072 31.48%

Holding current value

$361,303

Previous $562,000 38.43%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$31.33 - $35.13 $158,529 - $177,757	-5,060 Reduced 31.48%	11,012 $346,000
Q3 2024 Oct 17, 2024	BUY	$32.17 - $35.98 $36,191 - $40,477	1,125 Added 7.53%	16,072 $562,000
Q2 2024 Aug 13, 2024	SELL	$31.45 - $33.71 $124,667 - $133,626	-3,964 Reduced 20.96%	14,947 $490,000
Q1 2024 May 06, 2024	SELL	$32.9 - $35.0 $275,800 - $293,405	-8,383 Reduced 30.71%	18,911 $637,000
Q4 2023 Feb 06, 2024	BUY	$29.71 - $35.56 $810,904 - $970,574	27,294 New	27,294 $957,000

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

11.5M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC Schwab Strategic Tr Long Term Transaction History