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

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

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 47,227 shares of SCHR stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

47,227

Previous 31,022 52.24%

Holding current value

$1.15 Million

Previous $1.57 Million 26.9%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

400

Shares Held

196M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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