Meridian Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 16,418 shares of SCHE stock, worth $455,271. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,418

Holding current value

$455,271

% of portfolio

0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$25.45 - $29.53 $417,838 - $484,823	16,418 New	16,418 $479,000
Q4 2023 Feb 08, 2024	SELL	$23.04 - $24.89 $389,537 - $420,815	-16,907 Reduced 50.2%	16,775 $415,000
Q3 2023 Oct 17, 2023	BUY	$23.83 - $26.11 $489,539 - $536,377	20,543 Added 156.35%	33,682 $806,000
Q2 2023 Aug 02, 2023	BUY	$23.66 - $25.54 $11,617 - $12,540	491 Added 3.88%	13,139 $323,000
Q1 2023 May 12, 2023	SELL	$23.32 - $26.39 $17,046 - $19,291	-731 Reduced 5.46%	12,648 $310,000
Q4 2022 Feb 13, 2023	SELL	$21.59 - $24.95 $16,214 - $18,737	-751 Reduced 5.31%	13,379 $316,000
Q3 2022 Nov 14, 2022	SELL	$22.4 - $25.83 $233,094 - $268,786	-10,406 Reduced 42.41%	14,130 $317,000
Q2 2022 Aug 05, 2022	BUY	$24.51 - $28.87 $397,454 - $468,155	16,216 Added 194.9%	24,536 $623,000
Q1 2022 May 12, 2022	SELL	$25.61 - $30.82 $6,658 - $8,013	-260 Reduced 3.03%	8,320 $231,000
Q4 2021 Jan 27, 2022	BUY	$28.68 - $31.96 $4,760 - $5,305	166 Added 1.97%	8,580 $254,000
Q3 2021 Oct 15, 2021	SELL	$29.81 - $32.7 $4,024 - $4,414	-135 Reduced 1.58%	8,414 $256,000
Q2 2021 Jul 22, 2021	BUY	$31.06 - $33.61 $1,335 - $1,445	43 Added 0.51%	8,549 $281,000
Q1 2021 May 07, 2021	SELL	$30.78 - $34.63 $27,517 - $30,959	-894 Reduced 9.51%	8,506 $270,000
Q4 2020 Jan 19, 2021	SELL	$26.72 - $30.68 $21,937 - $25,188	-821 Reduced 8.03%	9,400 $288,000
Q3 2020 Oct 09, 2020	SELL	$24.69 - $27.71 $43,158 - $48,437	-1,748 Reduced 14.6%	10,221 $273,000
Q2 2020 Jul 15, 2020	SELL	$19.87 - $25.05 $85,441 - $107,715	-4,300 Reduced 26.43%	11,969 $291,000
Q1 2020 Apr 16, 2020	SELL	$18.68 - $28.22 $317 - $479	-17 Reduced 0.1%	16,269 $336,000
Q4 2019 Jan 09, 2020	BUY	$24.83 - $27.51 $20,857 - $23,108	840 Added 5.44%	16,286 $445,000
Q3 2019 Nov 08, 2019	BUY	$25.08 - $25.94 $9,104 - $9,416	363 Added 2.41%	15,446 $388,000
Q2 2019 Jul 19, 2019	SELL	N/A	-82 Reduced 0.54%	15,083 $3.96 Million
Q1 2019 May 15, 2019	BUY	N/A	26 Added 0.17%	15,165 $3.94 Million
Q4 2018 Feb 05, 2019	BUY	N/A	2,759 Added 22.29%	15,139 $356,000
Q3 2018 Oct 19, 2018	SELL	N/A	-6,181 Reduced 33.3%	12,380 $318,000
Q2 2018 Aug 06, 2018	BUY	N/A	2,774 Added 17.57%	18,561 $481,000
Q1 2018 May 08, 2018	SELL	N/A	-11 Reduced 0.07%	15,787 $453,000
Q4 2017 Jan 30, 2018	BUY	N/A	2,101 Added 15.34%	15,798 $447,000
Q3 2017 Oct 31, 2017	BUY	N/A	13,697	13,697 $369,000

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Meridian Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History