Merriman Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 9,536 shares of SCHB stock, worth $223,047. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,536
Previous 13,296 28.28%
Holding current value
$223,047
Previous $835,000 24.07%
% of portfolio
0.03%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $225,336 - $250,115
-3,760 Reduced 28.28%
9,536 $634,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $30,627 - $33,675
532 Added 4.17%
13,296 $835,000
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $51,085 - $59,991
-1,073 Reduced 7.75%
12,764 $710,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $33,869 - $36,588
683 Added 5.19%
13,837 $689,000
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $33,238 - $36,500
-706 Reduced 5.09%
13,154 $680,000
Q3 2022

Oct 26, 2022
BUY
$41.99 - $50.63 $1,049 - $1,265
25 Added 0.18%
13,860 $582,000
Q2 2022

Jul 29, 2022
SELL
$42.93 - $53.98 $472 - $593
-11 Reduced 0.08%
13,835 $0
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $352,110 - $407,273
7,164 Added 107.21%
13,846 $739,000
Q4 2021

Feb 01, 2022
SELL
$51.87 - $56.86 $14,419 - $15,807
-278 Reduced 3.99%
6,682 $755,000
Q4 2021

Feb 01, 2022
BUY
$51.87 - $56.86 $14,419 - $15,807
278 Added 4.16%
6,960 $726,000
Q3 2021

Nov 09, 2021
SELL
$51.32 - $54.83 $14,266 - $15,242
-278 Reduced 3.99%
6,682 $694,000
Q2 2021

Jul 28, 2021
BUY
$48.92 - $52.14 $13,599 - $14,494
278 Added 4.16%
6,960 $726,000
Q1 2021

May 10, 2021
SELL
$44.89 - $48.81 $52,027 - $56,570
-1,159 Reduced 14.78%
6,682 $646,000
Q4 2020

Feb 10, 2021
SELL
$39.03 - $45.5 $422,968 - $493,083
-10,837 Reduced 58.02%
7,841 $714,000
Q3 2020

Oct 26, 2020
SELL
$36.93 - $42.52 $4,173 - $4,804
-113 Reduced 0.6%
18,678 $1.49 Million
Q2 2020

Jul 31, 2020
SELL
$28.84 - $38.49 $894 - $1,193
-31 Reduced 0.16%
18,791 $1.38 Million
Q1 2020

Apr 22, 2020
SELL
$26.18 - $40.44 $194,150 - $299,903
-7,416 Reduced 28.26%
18,822 $1.14 Million
Q4 2019

Jan 23, 2020
BUY
$34.47 - $38.58 $172 - $192
5 Added 0.02%
26,238 $2.02 Million
Q3 2019

Oct 18, 2019
BUY
$35.32 - $36.13 $35 - $36
1 Added 0.0%
26,233 $1.86 Million
Q2 2019

Jul 31, 2019
BUY
N/A
112 Added 0.43%
26,232 $18.6 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-7,521 Reduced 22.36%
26,120 $1.78 Million
Q4 2018

Jan 28, 2019
BUY
N/A
33,641 New
33,641 $2.04 Million

Others Institutions Holding SCHB

# of Institutions
1,181
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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