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

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

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 469,058 shares of SCHO stock, worth $11.3 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
469,058
Previous 192,581 143.56%
Holding current value
$11.3 Million
Previous $9.43 Million 19.65%
% of portfolio
0.21%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
Shares Held
208M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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