A detailed history of Merit Financial Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Merit Financial Group, LLC holds 10,163 shares of SCHW stock, worth $814,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,163
Previous 13,651 25.55%
Holding current value
$814,970
Previous $1.01 Million 34.53%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$61.74 - $76.08 $215,349 - $265,367
-3,488 Reduced 25.55%
10,163 $658,000
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $490 - $552
7 Added 0.05%
13,651 $1.01 Million
Q1 2024

May 06, 2024

SELL
$61.89 - $72.38 $1.79 Million - $2.09 Million
-28,898 Reduced 67.93%
13,644 $987,000
Q4 2023

Feb 06, 2024

SELL
$49.33 - $70.98 $542,728 - $780,921
-11,002 Reduced 20.55%
42,542 $2.93 Million
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $144,063 - $180,584
2,658 Added 5.22%
53,544 $2.94 Million
Q2 2023

Aug 01, 2023

BUY
$47.37 - $57.14 $353,664 - $426,607
7,466 Added 17.19%
50,886 $2.88 Million
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $1.5 Million - $2.47 Million
28,904 Added 199.12%
43,420 $2.27 Million
Q4 2022

Jan 13, 2023

BUY
$67.43 - $83.26 $28,455 - $35,135
422 Added 2.99%
14,516 $0
Q3 2022

Oct 31, 2022

SELL
$21.16 - $74.92 $155,737 - $551,411
-7,360 Reduced 34.31%
14,094 $1.01 Million
Q2 2022

Aug 08, 2022

BUY
$59.99 - $83.83 $1.29 Million - $1.8 Million
21,454 New
21,454 $1.36 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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