Merit Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Merit Financial Group, LLC holds 136,740 shares of SCHA stock, worth $3.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
136,740
Holding current value
$3.21 Million
% of portfolio
0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$23.16 - $27.04 $3.17 Million - $3.7 Million
136,740 New
136,740 $3.21 Million
Q3 2024

Oct 17, 2024
SELL
$46.9 - $51.96 $31,985 - $35,436
-682 Reduced 14.36%
4,067 $209,000
Q2 2024

Aug 13, 2024
SELL
$45.24 - $49.04 $94,823 - $102,787
-2,096 Reduced 30.62%
4,749 $225,000
Q1 2024

May 06, 2024
BUY
$44.84 - $49.24 $17,128 - $18,809
382 Added 5.91%
6,845 $337,000
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $10,180 - $12,821
-267 Reduced 3.97%
6,463 $305,000
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $274,920 - $310,253
6,730 New
6,730 $278,000
Q4 2022

Jan 13, 2023
BUY
$38.25 - $43.54 $215,997 - $245,870
5,647 Added 41.71%
19,185 $0
Q3 2022

Oct 31, 2022
BUY
$37.65 - $45.9 $4,518 - $5,508
120 Added 0.89%
13,538 $512,000
Q2 2022

Aug 08, 2022
BUY
$37.88 - $48.01 $508,273 - $644,198
13,418 New
13,418 $523,000
Q3 2020

Nov 10, 2020
SELL
$32.09 - $36.38 $126,274 - $143,155
-3,935 Closed
0 $0
Q4 2019

Jan 16, 2020
BUY
$33.63 - $38.03 $132,334 - $149,648
3,935 New
3,935 $298,000

Others Institutions Holding SCHA

# of Institutions
1,257
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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