Meridian Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 363,181 shares of SCHJ stock, worth $8.98 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
363,181
Previous 316,135 14.88%
Holding current value
$8.98 Million
Previous $7.71 Million 16.1%
% of portfolio
0.44%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$24.29 - $24.65 $1.14 Million - $1.16 Million
47,046 Added 14.88%
363,181 $8.95 Million
Q4 2024

Feb 06, 2025
BUY
$24.31 - $49.53 $4.13 Million - $8.41 Million
169,839 Added 116.09%
316,135 $7.71 Million
Q3 2024

Nov 12, 2024
BUY
$48.09 - $49.69 $7.04 Million - $7.27 Million
146,296 New
146,296 $7.26 Million
Q4 2023

Feb 08, 2024
BUY
$46.51 - $48.38 $2.06 Million - $2.14 Million
44,298 New
44,298 $2.14 Million

Others Institutions Holding SCHJ

# of Institutions
131
Shares Held
7.67M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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