Merit Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Merit Financial Group, LLC
- $4.59 Billion
- Q3 2024
A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Merit Financial Group, LLC holds 379,030 shares of SCHD stock, worth $10.7 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
379,030
Previous 453,430
16.41%
Holding current value
$10.7 Million
Previous $35.3 Million
9.13%
% of portfolio
0.7%
Previous 0.76%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio