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

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025

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 306,927 shares of SCHZ stock, worth $7.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
306,927
Previous 315,459 2.7%
Holding current value
$7.23 Million
Previous $7.3 Million 1.36%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 20, 2025
SELL
$22.9 - $23.58 $195,382 - $201,184
-8,532 Reduced 2.7%
306,927 $7.2 Million
Q2 2025

Jul 22, 2025
SELL
$22.68 - $23.28 $945,914 - $970,938
-41,707 Reduced 11.68%
315,459 $7.3 Million
Q1 2025

Apr 09, 2025
SELL
$22.46 - $23.26 $178,017 - $184,358
-7,926 Reduced 2.17%
357,166 $8.26 Million
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
718
Shares Held
172M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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