Merit Financial Group, LLC Schwab Strategic Tr Long Term Transaction History

Merit Financial Group, LLC

$8.37 Billion
Q2 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Merit Financial Group, LLC holds 9,351 shares of SCHQ stock, worth $295,491. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,351

Previous 10,200 8.32%

Holding current value

$295,491

Previous $331,000 9.97%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$30.46 - $33.4 $25,860 - $28,356	-849 Reduced 8.32%	9,351 $298,000
Q1 2025 Apr 09, 2025	SELL	$30.72 - $33.22 $24,944 - $26,974	-812 Reduced 7.37%	10,200 $331,000
Q4 2024 Jan 15, 2025	SELL	$31.33 - $35.13 $158,529 - $177,757	-5,060 Reduced 31.48%	11,012 $346,000
Q3 2024 Oct 17, 2024	BUY	$32.17 - $35.98 $36,191 - $40,477	1,125 Added 7.53%	16,072 $562,000
Q2 2024 Aug 13, 2024	SELL	$31.45 - $33.71 $124,667 - $133,626	-3,964 Reduced 20.96%	14,947 $490,000
Q1 2024 May 06, 2024	SELL	$32.9 - $35.0 $275,800 - $293,405	-8,383 Reduced 30.71%	18,911 $637,000
Q4 2023 Feb 06, 2024	BUY	$29.71 - $35.56 $810,904 - $970,574	27,294 New	27,294 $957,000

Others Institutions Holding SCHQ

# of Institutions

110

Shares Held

16.9M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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Merit Financial Group, LLC Schwab Strategic Tr Long Term Transaction History