Merit Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Merit Financial Group, LLC holds 113,169 shares of SCHM stock, worth $3.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
113,169
Holding current value
$3.06 Million
% of portfolio
0.05%

Shares

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

Apr 09, 2025
BUY
$25.58 - $29.24 $2.89 Million - $3.31 Million
113,169 New
113,169 $2.96 Million
Q4 2022

Jan 13, 2023
BUY
$61.05 - $69.94 $5,250 - $6,014
86 Added 0.9%
9,694 $0
Q3 2022

Oct 31, 2022
SELL
$60.5 - $72.51 $419,083 - $502,276
-6,927 Reduced 41.89%
9,608 $582,000
Q2 2022

Aug 08, 2022
BUY
$60.91 - $76.4 $1.01 Million - $1.26 Million
16,535 New
16,535 $1.04 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, 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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email