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 24,127 shares of SCHV stock, worth $629,473. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,127
Previous 24,431 1.24%
Holding current value
$629,473
Previous $1.81 Million 7.19%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$73.43 - $80.37 $22,322 - $24,432
-304 Reduced 1.24%
24,127 $1.94 Million
Q2 2024

Aug 13, 2024

SELL
$71.74 - $75.86 $9,326 - $9,861
-130 Reduced 0.53%
24,431 $1.81 Million
Q1 2024

May 14, 2024

SELL
$68.82 - $75.98 $172,049 - $189,950
-2,500 Reduced 9.24%
24,561 $1.87 Million
Q4 2023

Feb 13, 2024

SELL
$61.16 - $70.24 $118,711 - $136,335
-1,941 Reduced 6.69%
27,061 $1.9 Million
Q3 2023

Nov 13, 2023

SELL
$64.45 - $69.39 $25,006 - $26,923
-388 Reduced 1.32%
29,002 $1.87 Million
Q2 2023

Aug 14, 2023

BUY
$63.33 - $67.21 $94,425 - $100,210
1,491 Added 5.34%
29,390 $1.97 Million
Q1 2023

May 04, 2023

BUY
$62.59 - $69.3 $282,906 - $313,236
4,520 Added 19.33%
27,899 $1.83 Million
Q4 2022

Feb 13, 2023

SELL
$59.13 - $69.24 $1.28 Million - $1.49 Million
-21,568 Reduced 47.99%
23,379 $1.54 Million
Q3 2022

Oct 26, 2022

BUY
$58.51 - $69.02 $2.04 Million - $2.41 Million
34,948 Added 349.51%
44,947 $2.63 Million
Q2 2022

Jul 29, 2022

SELL
$60.93 - $72.3 $63,306 - $75,119
-1,039 Reduced 9.41%
9,999 $0
Q1 2022

Apr 28, 2022

SELL
$67.71 - $74.19 $108,065 - $118,407
-1,596 Reduced 12.63%
11,038 $788,000
Q4 2021

Feb 01, 2022

BUY
$67.9 - $73.3 $7,740 - $8,356
114 Added 0.89%
12,923 $884,000
Q4 2021

Feb 01, 2022

SELL
$67.9 - $73.3 $19,623 - $21,183
-289 Reduced 2.24%
12,634 $925,000
Q3 2021

Nov 09, 2021

SELL
$66.91 - $71.05 $7,627 - $8,099
-114 Reduced 0.88%
12,809 $864,000
Q2 2021

Jul 28, 2021

SELL
$65.81 - $69.75 $347,674 - $368,489
-5,283 Reduced 29.02%
12,923 $884,000
Q1 2021

May 10, 2021

SELL
$58.71 - $65.66 $13,855 - $15,495
-236 Reduced 1.28%
18,206 $1.19 Million
Q4 2020

Feb 10, 2021

SELL
$50.83 - $59.53 $154,167 - $180,554
-3,033 Reduced 14.12%
18,442 $1.1 Million
Q3 2020

Oct 26, 2020

SELL
$49.44 - $54.86 $22,495 - $24,961
-455 Reduced 2.07%
21,475 $1.12 Million
Q2 2020

Jul 31, 2020

SELL
$42.21 - $55.29 $1.68 Million - $2.2 Million
-39,704 Reduced 64.42%
21,930 $1.1 Million
Q1 2020

Apr 22, 2020

SELL
$38.4 - $61.03 $2.66 Million - $4.22 Million
-69,205 Reduced 52.89%
61,634 $2.73 Million
Q4 2019

Jan 23, 2020

SELL
$54.73 - $60.25 $141,586 - $155,866
-2,587 Reduced 1.94%
130,839 $7.87 Million
Q3 2019

Oct 18, 2019

SELL
$56.56 - $57.5 $201,975 - $205,332
-3,571 Reduced 2.61%
133,426 $7.57 Million
Q2 2019

Jul 31, 2019

BUY
N/A
114,626 Added 512.39%
136,997 $77.5 Million
Q1 2019

Apr 23, 2019

BUY
N/A
22,371 New
22,371 $1.23 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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