Meridian Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 254,010 shares of SCHM stock, worth $6.91 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
254,010
Previous 81,133 213.08%
Holding current value
$6.91 Million
Previous $6.74 Million 4.41%
% of portfolio
0.34%
Previous 0.34%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $4.76 Million - $14.4 Million
172,877 Added 213.08%
254,010 $7.04 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $6.12 Million - $6.75 Million
81,133 New
81,133 $6.74 Million
Q4 2023

Feb 08, 2024
SELL
$63.01 - $75.95 $5.11 Million - $6.16 Million
-81,156 Reduced 50.4%
79,880 $6.02 Million
Q3 2023

Oct 17, 2023
BUY
$66.75 - $73.98 $5.62 Million - $6.23 Million
84,190 Added 109.56%
161,036 $10.9 Million
Q2 2023

Aug 02, 2023
BUY
$65.29 - $71.03 $124,442 - $135,383
1,906 Added 2.54%
76,846 $5.46 Million
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $75,610 - $86,980
1,177 Added 1.6%
74,940 $5.08 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $35,714 - $40,914
585 Added 0.8%
73,763 $4.84 Million
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $2.08 Million - $2.49 Million
-34,298 Reduced 31.91%
73,178 $4.43 Million
Q2 2022

Aug 05, 2022
BUY
$60.91 - $76.4 $5.37 Million - $6.74 Million
88,219 Added 458.11%
107,476 $6.74 Million
Q1 2022

May 12, 2022
BUY
$70.66 - $80.89 $77,302 - $88,493
1,094 Added 6.02%
19,257 $1.46 Million
Q4 2021

Jan 27, 2022
SELL
$76.01 - $83.39 $17,026 - $18,679
-224 Reduced 1.22%
18,163 $1.46 Million
Q3 2021

Oct 15, 2021
BUY
$74.65 - $80.95 $14,258 - $15,461
191 Added 1.05%
18,387 $1.41 Million
Q2 2021

Jul 22, 2021
SELL
$74.64 - $79.12 $42,395 - $44,940
-568 Reduced 3.03%
18,196 $1.42 Million
Q1 2021

May 07, 2021
SELL
$67.07 - $76.85 $74,447 - $85,303
-1,110 Reduced 5.59%
18,764 $1.4 Million
Q4 2020

Jan 19, 2021
SELL
$55.93 - $68.45 $15,828 - $19,371
-283 Reduced 1.4%
19,874 $1.36 Million
Q3 2020

Oct 09, 2020
SELL
$51.99 - $58.83 $115,053 - $130,190
-2,213 Reduced 9.89%
20,157 $1.12 Million
Q2 2020

Jul 15, 2020
SELL
$39.01 - $57.03 $6,319 - $9,238
-162 Reduced 0.72%
22,370 $1.18 Million
Q1 2020

Apr 16, 2020
SELL
$35.83 - $62.24 $37,693 - $65,476
-1,052 Reduced 4.46%
22,532 $949,000
Q4 2019

Jan 09, 2020
BUY
$54.56 - $60.24 $5,619 - $6,204
103 Added 0.44%
23,584 $1.42 Million
Q3 2019

Nov 08, 2019
SELL
$56.23 - $57.59 $18,612 - $19,062
-331 Reduced 1.39%
23,481 $1.33 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-2,322 Reduced 8.88%
23,812 $13.6 Million
Q1 2019

May 15, 2019
SELL
N/A
-63 Reduced 0.24%
26,134 $14.5 Million
Q4 2018

Feb 05, 2019
BUY
N/A
2,116 Added 8.79%
26,197 $1.26 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-896 Reduced 3.59%
24,081 $1.39 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-100 Reduced 0.4%
24,977 $1.37 Million
Q1 2018

May 08, 2018
SELL
N/A
-471 Reduced 1.84%
25,077 $1.33 Million
Q4 2017

Jan 30, 2018
BUY
N/A
4,965 Added 24.12%
25,548 $1.36 Million
Q3 2017

Oct 31, 2017
BUY
N/A
20,583
20,583 $1.04 Million

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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