Merriman Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 7,845 shares of SCHC stock, worth $279,360. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,845
Previous 7,695 1.95%
Holding current value
$279,360
Previous $268,000 4.48%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$33.2 - $35.86 $4,980 - $5,379
150 Added 1.95%
7,845 $280,000
Q3 2023

Nov 13, 2023
SELL
$32.0 - $35.51 $4.31 Million - $4.78 Million
-134,727 Reduced 94.6%
7,695 $248,000
Q2 2023

Aug 14, 2023
SELL
$32.67 - $34.58 $253,519 - $268,340
-7,760 Reduced 5.17%
142,422 $4.81 Million
Q1 2023

May 04, 2023
BUY
$31.54 - $34.93 $128,746 - $142,584
4,082 Added 2.79%
150,182 $5.06 Million
Q4 2022

Feb 13, 2023
BUY
$29.55 - $32.98 $4.09 Million - $4.56 Million
138,415 Added 1801.11%
146,100 $4.6 Million
Q3 2022

Oct 26, 2022
SELL
N/A
-19,897 Reduced 72.14%
7,685 $213,000
Q2 2022

Jul 29, 2022
SELL
N/A
-3,412 Reduced 11.01%
27,582 $0
Q1 2022

Apr 28, 2022
BUY
N/A
11,494 Added 58.94%
30,994 $1.18 Million
Q4 2021

Feb 01, 2022
BUY
N/A
143 Added 0.74%
19,500 $798,000
Q2 2021

Jul 28, 2021
BUY
N/A
215 Added 1.12%
19,357 $805,000
Q1 2021

May 10, 2021
SELL
N/A
-985 Reduced 4.89%
19,142 $755,000
Q4 2020

Feb 10, 2021
SELL
N/A
-16,633 Reduced 45.25%
20,127 $758,000
Q2 2020

Jul 31, 2020
SELL
N/A
-99,521 Reduced 73.03%
36,760 $1.09 Million
Q1 2020

Apr 22, 2020
SELL
N/A
-12,444 Reduced 8.37%
136,281 $3.33 Million
Q4 2019

Jan 23, 2020
BUY
N/A
1,372 Added 0.93%
148,725 $5.15 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-24,103 Reduced 14.06%
147,353 $4.69 Million
Q2 2019

Jul 31, 2019
BUY
N/A
17,440 Added 11.32%
171,456 $56.2 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-38,190 Reduced 19.87%
154,016 $4.97 Million
Q4 2018

Jan 28, 2019
BUY
N/A
126,744 Added 193.61%
192,206 $5.71 Million
Q3 2018

Nov 06, 2018
BUY
N/A
65,462 New
65,462 $2.33 Million
Q1 2018

Apr 10, 2018
SELL
N/A
-211,460 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
11,632 Added 5.82%
211,460 $7.75 Million
Q3 2017

Oct 19, 2017
SELL
N/A
-775 Reduced 0.39%
199,828 $7.16 Million
Q2 2017

Aug 07, 2017
BUY
N/A
200,603
200,603 $6.75 Million

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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