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 $8.92 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
363,181
Previous 316,135 14.88%
Holding current value
$8.92 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
127
Shares Held
7.66M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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