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

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 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 5,384 shares of SCHD stock, worth $416,990. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,384
Previous 4,338 24.11%
Holding current value
$416,990
Previous $330,000 31.52%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $308,689 - $333,949
4,224 New
4,224 $319,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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