Merit Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Merit Financial Group, LLC holds 31,727 shares of SCHR stock, worth $800,472. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,727
Previous 42,691 25.68%
Holding current value
$800,472
Previous $1.07 Million 25.37%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$24.69 - $25.26 $270,701 - $276,950
-10,964 Reduced 25.68%
31,727 $797,000
Q2 2025

Jul 22, 2025
SELL
$24.54 - $25.07 $26,773 - $27,351
-1,091 Reduced 2.49%
42,691 $1.07 Million
Q1 2025

Apr 09, 2025
SELL
$24.05 - $24.86 $82,852 - $85,642
-3,445 Reduced 7.29%
43,782 $1.09 Million
Q4 2024

Jan 15, 2025
BUY
$24.19 - $50.58 $391,998 - $819,648
16,205 Added 52.24%
47,227 $1.15 Million
Q3 2024

Oct 17, 2024
SELL
$48.4 - $50.91 $532 - $560
-11 Reduced 0.04%
31,022 $1.57 Million
Q2 2024

Aug 13, 2024
SELL
$47.85 - $49.0 $517,306 - $529,739
-10,811 Reduced 25.84%
31,033 $1.51 Million
Q1 2024

May 06, 2024
SELL
$48.64 - $49.88 $1.5 Million - $1.54 Million
-30,898 Reduced 42.48%
41,844 $2.05 Million
Q4 2023

Feb 06, 2024
BUY
$47.09 - $49.87 $3.43 Million - $3.63 Million
72,742 New
72,742 $3.62 Million
Q4 2022

Jan 13, 2023
BUY
$48.12 - $50.24 $567,142 - $592,128
11,786 New
11,786 $0

Others Institutions Holding SCHR

# of Institutions
502
Shares Held
376M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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