Meridian Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 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 372,585 shares of SCHJ stock, worth $9.3 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
372,585
Previous 363,181
2.59%
Holding current value
$9.3 Million
Previous $8.95 Million
3.3%
% of portfolio
0.41%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.34MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio
-
Cetera Investment Advisers Schaumburg, IL312KShares$7.77 Million0.01% of portfolio