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
627
Shares Held
81.7M
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email