Meridian Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 9,628 shares of SCHK stock, worth $306,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,628

Previous 9,620 0.08%

Holding current value

$306,940

Previous $258,000 11.24%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$23.87 - $29.82 $190 - $238	8 Added 0.08%	9,628 $287,000
Q1 2025 May 12, 2025	SELL	$26.53 - $29.63 $15,175 - $16,948	-572 Reduced 5.61%	9,620 $258,000
Q4 2024 Feb 06, 2025	BUY	$27.45 - $55.56 $136,618 - $276,522	4,977 Added 95.44%	10,192 $288,000
Q3 2024 Nov 12, 2024	BUY	$49.82 - $55.29 $259,811 - $288,337	5,215 New	5,215 $288,000
Q4 2023 Feb 08, 2024	SELL	$39.52 - $46.21 $205,504 - $240,292	-5,200 Reduced 49.81%	5,240 $241,000
Q3 2023 Oct 17, 2023	BUY	$41.08 - $44.27 $215,012 - $231,709	5,234 Added 100.54%	10,440 $431,000
Q2 2023 Aug 02, 2023	BUY	$38.96 - $42.79 $701 - $770	18 Added 0.35%	5,206 $222,000
Q1 2023 May 12, 2023	BUY	$36.64 - $40.44 $190,088 - $209,802	5,188 New	5,188 $205,000
Q2 2022 Aug 05, 2022	SELL	$35.4 - $44.52 $171,760 - $216,011	-4,852 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$40.46 - $46.8 $566 - $655	14 Added 0.29%	4,852 $214,000
Q4 2021 Jan 27, 2022	BUY	$42.49 - $46.85 $722 - $796	17 Added 0.35%	4,838 $225,000
Q3 2021 Oct 15, 2021	BUY	$42.11 - $45.01 $168 - $180	4 Added 0.08%	4,821 $205,000
Q2 2021 Jul 22, 2021	BUY	$39.89 - $42.66 $192,150 - $205,493	4,817 New	4,817 $205,000
Q1 2020 Apr 16, 2020	SELL	$21.7 - $33.28 $138,706 - $212,725	-6,392 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$28.33 - $31.69 $181,085 - $202,562	6,392 New	6,392 $201,000
Q3 2019 Nov 08, 2019	SELL	$29.04 - $29.62 $192,970 - $196,824	-6,645 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	6,645 New	6,645 $1.85 Million

Others Institutions Holding SCHK

# of Institutions

237

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

Meridian Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History