Meridian Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Meridian Wealth Management, LLC

  • $820 Million
  • Q2 2024

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
SELL
$38.13 - $48.02 $114,161 - $143,771
-2,994 Reduced 1.32%
223,658 $10.6 Million
Q3 2023

Oct 17, 2023
BUY
$40.85 - $46.1 $4.92 Million - $5.55 Million
120,392 Added 113.3%
226,652 $9.39 Million
Q2 2023

Aug 02, 2023
SELL
$39.91 - $43.82 $25,382 - $27,869
-636 Reduced 0.59%
106,260 $4.65 Million
Q1 2023

May 12, 2023
BUY
$39.82 - $46.36 $54,195 - $63,095
1,361 Added 1.29%
106,896 $4.48 Million
Q4 2022

Feb 13, 2023
SELL
$38.25 - $43.54 $2,409 - $2,743
-63 Reduced 0.06%
105,535 $4.28 Million
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $1.77 Million - $2.16 Million
-47,071 Reduced 30.83%
105,598 $3.99 Million
Q2 2022

Aug 05, 2022
BUY
$37.88 - $48.01 $4.47 Million - $5.67 Million
118,031 Added 340.76%
152,669 $5.95 Million
Q1 2022

May 12, 2022
BUY
$44.42 - $51.73 $809,909 - $943,193
18,233 Added 111.14%
34,638 $1.64 Million
Q4 2021

Jan 27, 2022
SELL
$48.64 - $55.07 $8,560 - $9,692
-176 Reduced 1.06%
16,405 $1.68 Million
Q3 2021

Oct 15, 2021
SELL
$48.3 - $52.49 $4,202 - $4,566
-87 Reduced 0.52%
16,581 $1.66 Million
Q2 2021

Jul 22, 2021
SELL
$48.39 - $52.91 $13,404 - $14,656
-277 Reduced 1.63%
16,668 $1.74 Million
Q1 2021

May 07, 2021
SELL
$43.89 - $52.63 $35,068 - $42,051
-799 Reduced 4.5%
16,945 $1.69 Million
Q4 2020

Jan 19, 2021
BUY
$34.66 - $45.17 $25,683 - $33,470
741 Added 4.36%
17,744 $1.58 Million
Q3 2020

Oct 09, 2020
SELL
$32.09 - $36.38 $56,959 - $64,574
-1,775 Reduced 9.45%
17,003 $1.16 Million
Q2 2020

Jul 15, 2020
SELL
$23.59 - $35.22 $222,666 - $332,441
-9,439 Reduced 33.45%
18,778 $1.23 Million
Q1 2020

Apr 16, 2020
SELL
$22.29 - $38.7 $4,368 - $7,585
-196 Reduced 0.69%
28,217 $1.45 Million
Q4 2019

Jan 09, 2020
BUY
$33.63 - $38.03 $17,353 - $19,623
516 Added 1.85%
28,413 $2.15 Million
Q3 2019

Nov 08, 2019
BUY
$34.78 - $36.12 $4,625 - $4,803
133 Added 0.48%
27,897 $1.95 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-1,647 Reduced 5.6%
27,764 $19.8 Million
Q1 2019

May 15, 2019
SELL
N/A
-544 Reduced 1.82%
29,411 $20.6 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-3,890 Reduced 11.49%
29,955 $1.82 Million
Q3 2018

Oct 19, 2018
BUY
N/A
759 Added 2.29%
33,845 $2.58 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-378 Reduced 1.13%
33,086 $2.43 Million
Q1 2018

May 08, 2018
SELL
N/A
-3,715 Reduced 9.99%
33,464 $2.31 Million
Q4 2017

Jan 30, 2018
BUY
N/A
2,282 Added 6.54%
37,179 $2.57 Million
Q3 2017

Oct 31, 2017
BUY
N/A
34,897
34,897 $2.36 Million

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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