Merit Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Merit Financial Group, LLC

$8.37 Billion
Q2 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Merit Financial Group, LLC holds 851,158 shares of SCHV stock, worth $23.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

851,158

Previous 371,485 129.12%

Holding current value

$23.8 Million

Previous $9.78 Million 140.88%

% of portfolio

0.28%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$23.55 - $27.67 $11.3 Million - $13.3 Million	479,673 Added 129.12%	851,158 $23.6 Million
Q1 2025 Apr 09, 2025	BUY	$25.77 - $27.6 $9.25 Million - $9.9 Million	358,866 Added 2843.85%	371,485 $9.78 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $242,658 - $756,483	9,409 Added 293.12%	12,619 $328,000
Q3 2024 Oct 17, 2024	BUY	$73.43 - $80.37 $734 - $803	10 Added 0.31%	3,210 $257,000
Q2 2024 Aug 13, 2024	SELL	$71.74 - $75.86 $35,870 - $37,930	-500 Reduced 13.51%	3,200 $237,000
Q1 2024 May 06, 2024	BUY	$68.82 - $75.98 $254,633 - $281,126	3,700 New	3,700 $281,000
Q2 2023 Aug 01, 2023	BUY	$63.33 - $67.21 $796,944 - $845,770	12,584 New	12,584 $844,000

Others Institutions Holding SCHV

# of Institutions

960

Shares Held

341M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Merit Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History