Merit Financial Group, LLC Schwab Short Term Us Treasury Transaction History

Merit Financial Group, LLC

$9.62 Billion
Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Merit Financial Group, LLC holds 1,562,797 shares of SCHO stock, worth $38.1 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

1,562,797

Previous 1,092,969 42.99%

Holding current value

$38.1 Million

Previous $26.6 Million 43.11%

% of portfolio

0.4%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$24.23 - $24.42 $11.4 Million - $11.5 Million	469,828 Added 42.99%	1,562,797 $38.1 Million
Q2 2025 Jul 22, 2025	BUY	$24.19 - $24.45 $4.64 Million - $4.69 Million	191,629 Added 21.26%	1,092,969 $26.6 Million
Q1 2025 Apr 09, 2025	BUY	$24.1 - $24.34 $10.4 Million - $10.5 Million	432,282 Added 92.16%	901,340 $21.9 Million
Q4 2024 Jan 15, 2025	BUY	$24.06 - $48.88 $6.65 Million - $13.5 Million	276,477 Added 143.56%	469,058 $11.3 Million
Q3 2024 Oct 17, 2024	BUY	$47.93 - $49.06 $948,055 - $970,406	19,780 Added 11.45%	192,581 $9.43 Million
Q2 2024 Aug 13, 2024	SELL	$47.75 - $48.13 $5.46 Million - $5.51 Million	-114,426 Reduced 39.84%	172,801 $8.32 Million
Q1 2024 May 06, 2024	BUY	$48.05 - $48.63 $11.1 Million - $11.2 Million	230,963 Added 410.5%	287,227 $13.8 Million
Q4 2023 Feb 06, 2024	SELL	$47.66 - $48.45 $150,605 - $153,102	-3,160 Reduced 5.32%	56,264 $2.73 Million
Q3 2023 Nov 07, 2023	BUY	$47.78 - $48.2 $96,945 - $97,797	2,029 Added 3.54%	59,424 $2.85 Million
Q2 2023 Aug 01, 2023	SELL	$48.06 - $48.89 $302,633 - $307,860	-6,297 Reduced 9.89%	57,395 $2.76 Million
Q1 2023 Apr 24, 2023	BUY	$47.8 - $49.0 $552,807 - $566,685	11,565 Added 22.19%	63,692 $3.11 Million
Q4 2022 Jan 13, 2023	SELL	$47.89 - $48.47 $781,947 - $791,418	-16,328 Reduced 23.85%	52,127 $0
Q3 2022 Oct 31, 2022	SELL	$48.15 - $49.37 $160,387 - $164,451	-3,331 Reduced 4.64%	68,455 $3.3 Million
Q2 2022 Aug 08, 2022	BUY	$48.73 - $49.59 $3.5 Million - $3.56 Million	71,786 New	71,786 $3.53 Million

Others Institutions Holding SCHO

# of Institutions

717

Shares Held

322M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Merit Financial Group, LLC Schwab Short Term Us Treasury Transaction History