Meridian Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Meridian Wealth Partners, LLC

$552 Million
Q1 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 270,327 shares of SCHB stock, worth $17 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

270,327

Previous 346,540 21.99%

Holding current value

$17 Million

Previous $19.3 Million 14.45%

% of portfolio

2.99%

Previous 3.7%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$54.61 - $61.05 $4.16 Million - $4.65 Million	-76,213 Reduced 21.99%	270,327 $16.5 Million
Q4 2023 Feb 05, 2024	BUY	$47.61 - $55.91 $52,847 - $62,060	1,110 Added 0.32%	346,540 $19.3 Million
Q3 2023 Nov 03, 2023	BUY	$49.59 - $53.57 $701,896 - $758,229	14,154 Added 4.27%	345,430 $17.2 Million
Q2 2023 Aug 02, 2023	BUY	$47.08 - $51.7 $752,856 - $826,734	15,991 Added 5.07%	331,276 $17.1 Million
Q1 2023 May 04, 2023	BUY	$44.47 - $49.23 $405,833 - $449,272	9,126 Added 2.98%	315,285 $15.1 Million

Q4 2022 Feb 14, 2023	BUY	$43.88 - $47.81 $564,121 - $614,645	12,856 Added 4.38%	306,159 $13.7 Million
Q3 2022 Nov 14, 2022	BUY	N/A	5,621 Added 1.95%	293,303 $12.3 Million
Q2 2022 Aug 15, 2022	BUY	N/A	18,955 Added 7.05%	287,682 $12.7 Million
Q1 2022 May 13, 2022	BUY	N/A	131,857 Added 96.34%	268,727 $14.3 Million
Q4 2021 Feb 15, 2022	BUY	N/A	1,967 Added 1.46%	136,870 $15.5 Million
Q3 2021 Nov 12, 2021	BUY	N/A	2,868 Added 2.17%	134,903 $14 Million
Q2 2021 Aug 12, 2021	BUY	N/A	7,854 Added 6.32%	132,035 $13.8 Million
Q1 2021 May 17, 2021	BUY	N/A	2,714 Added 2.23%	124,181 $12 Million
Q4 2020 Feb 16, 2021	BUY	N/A	74 Added 0.06%	121,467 $11.1 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-154 Reduced 0.13%	121,393 $9.67 Million
Q2 2020 Aug 12, 2020	SELL	N/A	-9,133 Reduced 6.99%	121,547 $8.93 Million
Q1 2020 May 15, 2020	SELL	N/A	-6,985 Reduced 5.07%	130,680 $7.9 Million
Q4 2019 Feb 14, 2020	BUY	N/A	137,665 New	137,665 $10.6 Million

Others Institutions Holding SCHB

# of Institutions

1,121

Shares Held

160M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Meridian Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History