Meridian Wealth Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Meridian Wealth Partners, LLC

  • $552 Million
  • Q1 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 10,946 shares of SCHA stock, worth $519,387. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,946
Previous 11,066 1.08%
Holding current value
$519,387
Previous $522,000 3.07%
% of portfolio
0.1%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$44.84 - $49.24 $5,380 - $5,908
-120 Reduced 1.08%
10,946 $538,000
Q4 2023

Feb 05, 2024
BUY
$38.13 - $48.02 $22,344 - $28,139
586 Added 5.59%
11,066 $522,000
Q3 2023

Nov 03, 2023
SELL
$40.85 - $46.1 $18,750 - $21,159
-459 Reduced 4.2%
10,480 $434,000
Q2 2023

Aug 02, 2023
BUY
$39.91 - $43.82 $6,864 - $7,537
172 Added 1.6%
10,939 $479,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $19,233 - $22,391
483 Added 4.7%
10,767 $451,000
Q4 2022

Feb 14, 2023
BUY
$39.61 - $43.54 $407,349 - $447,765
10,284 New
10,284 $416,000
Q2 2022

Aug 15, 2022
SELL
N/A
-4,475 Closed
0 $0
Q1 2022

May 13, 2022
BUY
N/A
2,296 Added 105.37%
4,475 $212,000
Q4 2021

Feb 15, 2022
SELL
N/A
-9 Reduced 0.41%
2,179 $223,000
Q3 2021

Nov 12, 2021
BUY
N/A
19 Added 0.88%
2,188 $219,000
Q2 2021

Aug 12, 2021
BUY
N/A
33 Added 1.54%
2,169 $226,000
Q1 2021

May 17, 2021
SELL
N/A
-215 Reduced 9.15%
2,136 $213,000
Q4 2020

Feb 16, 2021
SELL
N/A
-91 Reduced 3.73%
2,351 $209,000
Q3 2020

Nov 12, 2020
SELL
N/A
-1,676 Reduced 40.7%
2,442 $167,000
Q2 2020

Aug 12, 2020
SELL
N/A
-4,901 Reduced 54.34%
4,118 $269,000
Q1 2020

May 15, 2020
SELL
N/A
-448 Reduced 4.73%
9,019 $465,000
Q4 2019

Feb 14, 2020
BUY
N/A
9,467 New
9,467 $716,000

Others Institutions Holding SCHA

# of Institutions
1,102
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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