Meridian Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 5,721 shares of SCHD stock, worth $159,215. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,721

Previous 5,721 -0.0%

Holding current value

$159,215

Previous $444,000 8.78%

% of portfolio

0.09%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $169,056 - $178,734	2,230 Added 63.88%	5,721 $444,000
Q4 2023 Feb 06, 2024	SELL	$66.9 - $76.32 $2,207 - $2,518	-33 Reduced 0.94%	3,491 $265,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $2,330 - $2,496	33 Added 0.95%	3,524 $249,000
Q4 2021 Feb 02, 2022	SELL	$74.93 - $80.86 $9,890 - $10,673	-132 Reduced 3.64%	3,491 $282,000
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $9,798 - $10,313	132 Added 3.78%	3,623 $269,000
Q4 2020 May 07, 2021	SELL	$54.8 - $65.16 $604,444 - $718,714	-11,030 Reduced 75.96%	3,491 $224,000
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $795,750 - $946,188	14,521 New	14,521 $841,000
Q2 2020 Aug 14, 2020	SELL	$43.56 - $56.5 $226,119 - $293,291	-5,191 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$39.5 - $59.28 $67,150 - $100,776	1,700 Added 48.7%	5,191 $233,000
Q4 2019 Feb 12, 2020	BUY	$52.87 - $58.15 $184,569 - $203,001	3,491 New	3,491 $202,000
Q1 2019 May 07, 2019	SELL	N/A	-3,206 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	3,206 New	3,206 $151,000

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Meridian Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History