Meridian Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
BUY
$43.09 - $46.83 $14,564 - $15,828
338 Added 4.26%
8,267 $385,000
Q3 2023

Oct 17, 2023
SELL
$44.14 - $46.33 $35,576 - $37,341
-806 Reduced 9.23%
7,929 $350,000
Q2 2023

Aug 02, 2023
BUY
$45.86 - $47.33 $53,335 - $55,044
1,163 Added 15.36%
8,735 $403,000
Q1 2023

May 12, 2023
SELL
$45.33 - $47.44 $23,798 - $24,906
-525 Reduced 6.48%
7,572 $355,000
Q4 2022

Feb 13, 2023
BUY
$44.04 - $47.03 $57,428 - $61,327
1,304 Added 19.2%
8,097 $369,000
Q3 2022

Nov 14, 2022
BUY
$44.98 - $49.09 $66,345 - $72,407
1,475 Added 27.74%
6,793 $308,000
Q2 2022

Aug 05, 2022
BUY
$46.62 - $50.36 $47,599 - $51,417
1,021 Added 23.76%
5,318 $255,000
Q1 2022

May 12, 2022
SELL
$50.05 - $53.52 $600 - $642
-12 Reduced 0.28%
4,297 $217,000
Q4 2021

Jan 27, 2022
BUY
$53.63 - $54.52 $1,608 - $1,635
30 Added 0.7%
4,309 $232,000
Q3 2021

Oct 15, 2021
BUY
$54.26 - $55.17 $1,193 - $1,213
22 Added 0.52%
4,279 $232,000
Q2 2021

Jul 22, 2021
BUY
$53.9 - $54.6 $1,239 - $1,255
23 Added 0.54%
4,257 $232,000
Q1 2021

May 07, 2021
BUY
$53.75 - $55.97 $860 - $895
16 Added 0.38%
4,234 $228,000
Q4 2020

Jan 19, 2021
BUY
$55.56 - $56.23 $9,611 - $9,727
173 Added 4.28%
4,218 $236,000
Q3 2020

Oct 09, 2020
SELL
$56.07 - $56.92 $12,727 - $12,920
-227 Reduced 5.31%
4,045 $226,000
Q2 2020

Jul 15, 2020
BUY
$54.35 - $56.24 $1,358 - $1,406
25 Added 0.59%
4,272 $240,000
Q1 2020

Apr 16, 2020
BUY
$50.33 - $56.09 $213,751 - $238,214
4,247 New
4,247 $230,000
Q3 2019

Nov 08, 2019
SELL
$53.15 - $53.86 $157,961 - $160,071
-2,972 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
N/A
22 Added 0.75%
2,972 $1.58 Million
Q1 2019

May 15, 2019
BUY
N/A
2,950 New
2,950 $1.53 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-4,453 Closed
0 $0
Q2 2018

Aug 06, 2018
BUY
N/A
21 Added 0.47%
4,453 $225,000
Q1 2018

May 08, 2018
BUY
N/A
19 Added 0.43%
4,432 $226,000
Q4 2017

Jan 30, 2018
BUY
N/A
19 Added 0.43%
4,413 $229,000
Q3 2017

Oct 31, 2017
BUY
N/A
4,394
4,394 $230,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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