Merit Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Merit Financial Group, LLC

$9.62 Billion
Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Merit Financial Group, LLC holds 161,679 shares of SCHB stock, worth $4.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

161,679

Previous 165,921 2.56%

Holding current value

$4.16 Million

Previous $3.95 Million 5.14%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$23.82 - $25.84 $101,044 - $109,613	-4,242 Reduced 2.56%	161,679 $4.16 Million
Q2 2025 Jul 22, 2025	BUY	$19.1 - $23.83 $1.09 Million - $1.35 Million	56,857 Added 52.13%	165,921 $3.95 Million
Q1 2025 Apr 09, 2025	BUY	$21.23 - $23.75 $2.32 Million - $2.59 Million	109,064 New	109,064 $2.34 Million
Q4 2022 Jan 13, 2023	BUY	$41.94 - $47.81 $18,579 - $21,179	443 Added 2.63%	17,270 $0
Q3 2022 Oct 31, 2022	SELL	$41.99 - $50.63 $21,498 - $25,922	-512 Reduced 2.95%	16,827 $707,000
Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $744,363 - $935,959	17,339 New	17,339 $766,000
Q3 2020 Nov 10, 2020	SELL	$36.93 - $42.52 $130,215 - $149,925	-3,526 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$34.47 - $38.58 $121,541 - $136,033	3,526 New	3,526 $271,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

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 Us Broad M Transaction History