Meridian Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 56,492 shares of SCHV stock, worth $1.57 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

56,492

Holding current value

$1.57 Million

% of portfolio

0.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $4.15 Million - $4.54 Million	56,492 New	56,492 $4.54 Million
Q4 2023 Feb 08, 2024	SELL	$61.16 - $70.24 $3.47 Million - $3.98 Million	-56,727 Reduced 49.99%	56,751 $3.98 Million
Q3 2023 Oct 17, 2023	BUY	$64.45 - $69.39 $2.83 Million - $3.05 Million	43,939 Added 63.19%	113,478 $7.31 Million
Q2 2023 Aug 02, 2023	BUY	$63.33 - $67.21 $81,315 - $86,297	1,284 Added 1.88%	69,539 $4.67 Million
Q1 2023 May 12, 2023	BUY	$62.59 - $69.3 $86,374 - $95,634	1,380 Added 2.06%	68,255 $4.48 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $149,894 - $175,523	-2,535 Reduced 3.65%	66,875 $4.42 Million
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $2.68 Million - $3.16 Million	-45,789 Reduced 39.75%	69,410 $4.06 Million
Q2 2022 Aug 05, 2022	BUY	$60.93 - $72.3 $6.59 Million - $7.82 Million	108,172 Added 1539.38%	115,199 $7.19 Million
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $210,239 - $230,359	3,105 Added 79.17%	7,027 $502,000
Q4 2021 Jan 27, 2022	BUY	$67.9 - $73.3 $32,795 - $35,403	483 Added 14.04%	3,922 $287,000
Q3 2021 Oct 15, 2021	BUY	$66.91 - $71.05 $5,285 - $5,612	79 Added 2.35%	3,439 $232,000
Q2 2021 Jul 22, 2021	SELL	$65.81 - $69.75 $12,306 - $13,043	-187 Reduced 5.27%	3,360 $230,000
Q1 2021 May 07, 2021	SELL	$58.71 - $65.66 $1,878 - $2,101	-32 Reduced 0.89%	3,547 $232,000
Q4 2020 Jan 19, 2021	BUY	$50.83 - $59.53 $181,920 - $213,057	3,579 New	3,579 $213,000
Q3 2019 Nov 08, 2019	SELL	$56.56 - $57.5 $77,883 - $79,177	-1,377 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	1,377 New	1,377 $754,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Meridian Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History