Meridian Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Meridian Financial, LLC

$155 Billion
Q2 2025

A detailed history of Meridian Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Financial, LLC holds 364,231 shares of SCHD stock, worth $9.79 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares

364,231

Previous 362,375 0.51%

Holding current value

$9.79 Million

Previous $10.1 Billion 4.74%

% of portfolio

6.25%

Previous 7.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $45,137 - $51,726	1,856 Added 0.51%	364,231 $9.65 Billion
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $103,934 - $109,821	3,848 Added 1.07%	362,375 $10.1 Billion
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $6.39 Million - $20.2 Million	237,320 Added 195.8%	358,527 $9.79 Billion
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $114,682 - $126,654	1,489 Added 1.24%	121,207 $10.2 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $253,963 - $268,502	3,350 Added 2.88%	119,718 $9.31 Billion
Q1 2024 Aug 13, 2024	BUY	$75.25 - $80.63 $223,868 - $239,874	2,975 Added 2.62%	116,368 $9.38 Billion
Q4 2023 Aug 13, 2024	BUY	$66.9 - $76.32 $230,738 - $263,227	3,449 Added 3.14%	113,393 $8.63 Billion
Q3 2023 Aug 13, 2024	BUY	$70.63 - $75.66 $258,576 - $276,991	3,661 Added 3.44%	109,944 $7.78 Billion
Q2 2023 Aug 13, 2024	BUY	$69.18 - $73.94 $284,606 - $304,189	4,114 Added 4.03%	106,283 $7.72 Billion
Q1 2023 Aug 13, 2024	BUY	$70.28 - $78.03 $557,952 - $619,480	7,939 Added 8.43%	102,169 $7.47 Billion
Q4 2022 Aug 13, 2024	BUY	$67.16 - $79.06 $101,075 - $118,985	1,505 Added 1.62%	94,230 $7.12 Billion
Q3 2022 Aug 13, 2024	BUY	$66.43 - $77.87 $425,085 - $498,290	6,399 Added 7.41%	92,725 $6.16 Billion
Q2 2022 Aug 13, 2024	BUY	$70.31 - $80.24 $196,235 - $223,949	2,791 Added 3.34%	86,326 $6.18 Billion
Q1 2022 Aug 13, 2024	BUY	$75.14 - $81.94 $282,826 - $308,422	3,764 Added 4.72%	83,535 $6.59 Billion
Q4 2021 Aug 13, 2024	BUY	$74.93 - $80.86 $5.98 Million - $6.45 Million	79,771 New	79,771 $6.45 Billion

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Meridian Financial, LLC Schwab Strategic Tr Us Dividen Transaction History