Merit Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Merit Financial Group, LLC holds 423,385 shares of SCHX stock, worth $11.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
423,385
Previous 465,081 8.97%
Holding current value
$11.1 Million
Previous $11.4 Million 1.89%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 20, 2025
SELL
$24.46 - $26.5 $1.02 Million - $1.1 Million
-41,696 Reduced 8.97%
423,385 $11.2 Million
Q2 2025

Jul 22, 2025
BUY
$19.6 - $24.44 $652,876 - $814,096
33,310 Added 7.71%
465,081 $11.4 Million
Q1 2025

Apr 09, 2025
BUY
$21.75 - $24.28 $7.13 Million - $7.96 Million
327,766 Added 315.14%
431,771 $9.48 Million
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $2.2 Million - $6.72 Million
98,358 Added 1741.77%
104,005 $2.41 Million
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $7,088 - $7,870
116 Added 2.1%
5,647 $383,000
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $14,557 - $16,065
248 Added 4.69%
5,531 $355,000
Q1 2024

May 06, 2024
BUY
$55.41 - $62.08 $93,975 - $105,287
1,696 Added 47.28%
5,283 $327,000
Q4 2023

Feb 06, 2024
BUY
$48.47 - $56.6 $173,861 - $203,024
3,587 New
3,587 $202,000
Q2 2023

Aug 01, 2023
BUY
$47.67 - $52.37 $628,910 - $690,917
13,193 New
13,193 $690,000
Q4 2022

Jan 13, 2023
BUY
$42.25 - $48.16 $15,928 - $18,156
377 Added 5.52%
7,212 $0
Q3 2022

Oct 31, 2022
SELL
$42.35 - $51.01 $7,030 - $8,467
-166 Reduced 2.37%
6,835 $289,000
Q2 2022

Aug 08, 2022
BUY
$43.35 - $54.51 $303,493 - $381,624
7,001 New
7,001 $313,000

Others Institutions Holding SCHX

# of Institutions
1,590
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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