Merriman Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 10,552 shares of SCHG stock, worth $320,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,552

Previous 2,638 300.0%

Holding current value

$320,675

Previous $274,000 7.3%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $205,210 - $833,344	7,914 Added 300.0%	10,552 $294,000
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $185 - $211	2 Added 0.08%	2,638 $274,000
Q1 2024 May 14, 2024	BUY	$80.6 - $93.32 $212,461 - $245,991	2,636 New	2,636 $244,000
Q1 2022 Apr 28, 2022	SELL	$65.63 - $82.62 $576,297 - $725,486	-8,781 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$73.11 - $83.4 $641,978 - $732,335	8,781 New	8,781 $1.44 Million
Q4 2021 Feb 01, 2022	SELL	$73.11 - $83.4 $653,018 - $744,928	-8,932 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$73.24 - $78.94 $654,179 - $705,092	8,932 New	8,932 $1.32 Million

Others Institutions Holding SCHG

# of Institutions

1,584

Shares Held

803M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Merriman Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History