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

Merit Financial Group, LLC

$9.62 Billion
Q3 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 211,014 shares of SCHM stock, worth $6.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

211,014

Previous 214,398 1.58%

Holding current value

$6.22 Million

Previous $6.01 Million 4.01%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$28.15 - $30.13 $95,259 - $101,959	-3,384 Reduced 1.58%	211,014 $6.25 Million
Q2 2025 Jul 22, 2025	BUY	$22.92 - $28.05 $2.32 Million - $2.84 Million	101,229 Added 89.45%	214,398 $6.01 Million
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

1,052

Shares Held

280M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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