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 11,012 shares of SCHQ stock, worth $348,639. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,012
Previous 16,072 31.48%
Holding current value
$348,639
Previous $562,000 38.43%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
$31.33 - $35.13 $158,529 - $177,757
-5,060 Reduced 31.48%
11,012 $346,000
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
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