Meridian Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Meridian Wealth Partners, LLC
- $657 Million
- Q4 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 877,441 shares of SCHB stock, worth $19 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
877,441
Previous 290,724
201.81%
Holding current value
$19 Million
Previous $19.3 Million
2.99%
% of portfolio
3.03%
Previous 3.02%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$384 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$248 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$193 Million19.23% of portfolio