Merriman Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 9,536 shares of SCHB stock, worth $221,807. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,536
Previous 13,296 28.28%
Holding current value
$221,807
Previous $835,000 24.07%
% of portfolio
0.03%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $225,336 - $250,115
-3,760 Reduced 28.28%
9,536 $634,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $30,627 - $33,675
532 Added 4.17%
13,296 $835,000
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $51,085 - $59,991
-1,073 Reduced 7.75%
12,764 $710,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $33,869 - $36,588
683 Added 5.19%
13,837 $689,000
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $33,238 - $36,500
-706 Reduced 5.09%
13,154 $680,000
Q3 2022

Oct 26, 2022
BUY
$41.99 - $50.63 $1,049 - $1,265
25 Added 0.18%
13,860 $582,000
Q2 2022

Jul 29, 2022
SELL
$42.93 - $53.98 $472 - $593
-11 Reduced 0.08%
13,835 $0
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $352,110 - $407,273
7,164 Added 107.21%
13,846 $739,000
Q4 2021

Feb 01, 2022
SELL
$51.87 - $56.86 $14,419 - $15,807
-278 Reduced 3.99%
6,682 $755,000
Q4 2021

Feb 01, 2022
BUY
$51.87 - $56.86 $14,419 - $15,807
278 Added 4.16%
6,960 $726,000
Q3 2021

Nov 09, 2021
SELL
$51.32 - $54.83 $14,266 - $15,242
-278 Reduced 3.99%
6,682 $694,000
Q2 2021

Jul 28, 2021
BUY
$48.92 - $52.14 $13,599 - $14,494
278 Added 4.16%
6,960 $726,000
Q1 2021

May 10, 2021
SELL
$44.89 - $48.81 $52,027 - $56,570
-1,159 Reduced 14.78%
6,682 $646,000
Q4 2020

Feb 10, 2021
SELL
$39.03 - $45.5 $422,968 - $493,083
-10,837 Reduced 58.02%
7,841 $714,000
Q3 2020

Oct 26, 2020
SELL
$36.93 - $42.52 $4,173 - $4,804
-113 Reduced 0.6%
18,678 $1.49 Million
Q2 2020

Jul 31, 2020
SELL
$28.84 - $38.49 $894 - $1,193
-31 Reduced 0.16%
18,791 $1.38 Million
Q1 2020

Apr 22, 2020
SELL
$26.18 - $40.44 $194,150 - $299,903
-7,416 Reduced 28.26%
18,822 $1.14 Million
Q4 2019

Jan 23, 2020
BUY
$34.47 - $38.58 $172 - $192
5 Added 0.02%
26,238 $2.02 Million
Q3 2019

Oct 18, 2019
BUY
$35.32 - $36.13 $35 - $36
1 Added 0.0%
26,233 $1.86 Million
Q2 2019

Jul 31, 2019
BUY
N/A
112 Added 0.43%
26,232 $18.6 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-7,521 Reduced 22.36%
26,120 $1.78 Million
Q4 2018

Jan 28, 2019
BUY
N/A
33,641 New
33,641 $2.04 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email