Merriman Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,638 shares of SCHG stock, worth $74,971. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,638
Previous 2,636 0.08%
Holding current value
$74,971
Previous $265,000 3.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$92.63 - $105.69 $185 - $211
2 Added 0.08%
2,638 $274,000
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $212,461 - $245,991
2,636 New
2,636 $244,000
Q1 2022

Apr 28, 2022
SELL
$65.63 - $82.62 $576,297 - $725,486
-8,781 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$73.11 - $83.4 $641,978 - $732,335
8,781 New
8,781 $1.44 Million
Q4 2021

Feb 01, 2022
SELL
$73.11 - $83.4 $653,018 - $744,928
-8,932 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$73.24 - $78.94 $654,179 - $705,092
8,932 New
8,932 $1.32 Million

Others Institutions Holding SCHG

# of Institutions
1,396
Shares Held
1.97B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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