Merriman Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 5,012 shares of SCHD stock, worth $143,493. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,012

Previous 5,396 7.12%

Holding current value

$143,493

Previous $419,000 0.95%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $29,575 - $32,663	-384 Reduced 7.12%	5,012 $423,000
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $909 - $961	12 Added 0.22%	5,396 $419,000
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $78,711 - $84,338	1,046 Added 24.11%	5,384 $434,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $7,693 - $8,776	-115 Reduced 2.58%	4,338 $330,000
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $10,382 - $11,122	-147 Reduced 3.2%	4,453 $315,000
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $21,653 - $23,143	313 Added 7.3%	4,600 $334,000
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $4,427 - $4,915	63 Added 1.49%	4,287 $313,000
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $283,683 - $333,949	4,224 New	4,224 $319,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Account

Merriman Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History