A detailed history of Meridian Management CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Management CO holds 12,042 shares of SCHD stock, worth $326,097. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,042
Previous 11,561 4.16%
Holding current value
$326,097
Previous $898,000 13.25%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Nov 04, 2024

BUY
$77.02 - $85.06 $37,046 - $40,913
481 Added 4.16%
12,042 $1.02 Million
Q2 2024

Aug 08, 2024

BUY
$75.81 - $80.15 $12,584 - $13,304
166 Added 1.46%
11,561 $898,000
Q1 2024

May 02, 2024

BUY
$75.25 - $80.63 $2,182 - $2,338
29 Added 0.26%
11,395 $918,000
Q4 2023

Feb 12, 2024

SELL
$66.9 - $76.32 $214,882 - $245,139
-3,212 Reduced 22.03%
11,366 $865,000
Q3 2023

Nov 03, 2023

SELL
$70.63 - $75.66 $68,228 - $73,087
-966 Reduced 6.21%
14,578 $1.03 Million
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $26,911 - $28,762
389 Added 2.57%
15,544 $1.13 Million
Q1 2023

May 02, 2023

BUY
$70.28 - $78.03 $1.07 Million - $1.18 Million
15,155 New
15,155 $1.11 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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