Merit Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Merit Financial Group, LLC holds 214,398 shares of SCHM stock, worth $6.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
214,398
Previous 113,169 89.45%
Holding current value
$6.08 Million
Previous $2.96 Million 103.07%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$22.92 - $28.05 $2.32 Million - $2.84 Million
101,229 Added 89.45%
214,398 $6.01 Million
Q1 2025

Apr 09, 2025
BUY
$25.58 - $29.24 $2.89 Million - $3.31 Million
113,169 New
113,169 $2.96 Million
Q4 2022

Jan 13, 2023
BUY
$61.05 - $69.94 $5,250 - $6,014
86 Added 0.9%
9,694 $0
Q3 2022

Oct 31, 2022
SELL
$60.5 - $72.51 $419,083 - $502,276
-6,927 Reduced 41.89%
9,608 $582,000
Q2 2022

Aug 08, 2022
BUY
$60.91 - $76.4 $1.01 Million - $1.26 Million
16,535 New
16,535 $1.04 Million

Others Institutions Holding SCHM

# of Institutions
1,032
Shares Held
283M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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