Meridian Wealth Management, LLC Schwab Strategic U.S. Mid Cap 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
$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
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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