Merit Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 365,092 shares of SCHZ stock, worth $8.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

365,092

Previous 31,531 1057.88%

Holding current value

$8.39 Million

Previous $1.5 Million 453.2%

% of portfolio

0.15%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.63 - $47.53 $7.55 Million - $15.9 Million	333,561 Added 1057.88%	365,092 $8.29 Million
Q3 2024 Oct 17, 2024	SELL	$45.2 - $47.87 $6.68 Million - $7.07 Million	-147,794 Reduced 82.42%	31,531 $1.5 Million
Q2 2024 Aug 13, 2024	BUY	$44.66 - $45.99 $1.62 Million - $1.67 Million	36,373 Added 25.44%	179,325 $8.17 Million
Q1 2024 May 06, 2024	BUY	$45.44 - $46.67 $1.85 Million - $1.9 Million	40,630 Added 39.71%	142,952 $6.58 Million
Q4 2023 Feb 06, 2024	BUY	$43.09 - $46.83 $4.41 Million - $4.79 Million	102,322 New	102,322 $4.77 Million

Others Institutions Holding SCHZ

# of Institutions

678

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Merit Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History