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

Merit Financial Group, LLC

$6.49 Billion
Q1 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 43,782 shares of SCHR stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,782

Previous 47,227 7.29%

Holding current value

$1.09 Million

Previous $1.15 Million 5.32%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$24.05 - $24.81 $82,852 - $85,470	-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

448

Shares Held

358M

Call Options Held

2.7K

Put Options Held

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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