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

Merit Financial Group, LLC

$8.37 Billion
Q2 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 315,459 shares of SCHZ stock, worth $7.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

315,459

Previous 357,166 11.68%

Holding current value

$7.31 Million

Previous $8.26 Million 11.61%

% of portfolio

0.09%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

709

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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