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Merriman Wealth Management, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merriman Wealth Management, LLC on SCHX, newest first. How the timeline and the estimate are built.

Merriman Wealth Management, LLC held 182,759 SCHX shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 182,759 shares
    Change vs previous 13F +121,888 shares

    0.18% of the 13F portfolio, value $4,236,351.

    13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 60,871 shares
    Change vs previous 13F +257 shares

    0.17% of the 13F portfolio, value $4,130,127.

    13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 60,614 shares
    Change vs previous 13F -849 shares

    0.17% of the 13F portfolio, value $3,895,606.

    13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 61,463 shares
    Change vs previous 13F +1,201 shares

    0.17% of the 13F portfolio, value $3,814,385.

    13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 60,262 shares
    Change vs previous 13F -1,962 shares

    0.17% of the 13F portfolio, value $3,398,777.

    13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 62,224 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $3,148,535.

    13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 62,224 shares
    Change vs previous 13F -2,970 shares

    0.16% of the 13F portfolio, value $3,258,671.

    13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 65,194 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,153,434.

    13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).