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

Merit Financial Group, LLC

$6.49 Billion
Q1 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 431,771 shares of SCHX stock, worth $9.48 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

431,771

Previous 104,005 315.14%

Holding current value

$9.48 Million

Previous $2.41 Million 293.4%

% of portfolio

0.15%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,478

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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