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 5,215 shares of SCHK stock, worth $148,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,215
Holding current value
$148,940
% of portfolio
0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR 1000 INDEX


  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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