A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Merit Financial Group, LLC holds 16,072 shares of SCHQ stock, worth $503,535. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,072
Previous 14,947 7.53%
Holding current value
$503,535
Previous $490,000 14.69%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$32.17 - $35.98 $36,191 - $40,477
1,125 Added 7.53%
16,072 $562,000
Q2 2024

Aug 13, 2024

SELL
$31.45 - $33.71 $124,667 - $133,626
-3,964 Reduced 20.96%
14,947 $490,000
Q1 2024

May 06, 2024

SELL
$32.9 - $35.0 $275,800 - $293,405
-8,383 Reduced 30.71%
18,911 $637,000
Q4 2023

Feb 06, 2024

BUY
$29.71 - $35.56 $810,904 - $970,574
27,294 New
27,294 $957,000

Others Institutions Holding SCHQ

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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.