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

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 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 31,022 shares of SCHR stock, worth $758,798. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,022
Previous 31,033 0.04%
Holding current value
$758,798
Previous $1.51 Million 3.7%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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