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
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.67MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC435KShares$10.8 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.74 Million0.0% of portfolio
-
Tap Consulting, LLC334KShares$8.26 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.18 Million0.02% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.01 Million5.51% of portfolio