Meridian Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 21,292 shares of SCHD stock, worth $609,589. This represents 0.28% of its overall portfolio holdings.

Number of Shares
21,292
Previous 21,725 1.99%
Holding current value
$609,589
Previous $1.69 Million 6.51%
% of portfolio
0.28%
Previous 0.3%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$77.02 - $85.06 $33,349 - $36,830
-433 Reduced 1.99%
21,292 $1.8 Million
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $30,854 - $32,621
-407 Reduced 1.84%
21,725 $1.69 Million
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $526 - $564
7 Added 0.03%
22,132 $1.78 Million
Q4 2023

Feb 05, 2024
SELL
$66.9 - $76.32 $14,517 - $16,561
-217 Reduced 0.97%
22,125 $1.68 Million
Q3 2023

Nov 03, 2023
BUY
$70.63 - $75.66 $114,208 - $122,342
1,617 Added 7.8%
22,342 $1.58 Million
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $622 - $665
9 Added 0.04%
20,725 $1.51 Million
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $210 - $234
3 Added 0.01%
20,716 $1.52 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $940 - $1,106
14 Added 0.07%
20,713 $1.56 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $930 - $1,090
14 Added 0.07%
20,699 $1.38 Million
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $984 - $1,123
14 Added 0.07%
20,685 $1.48 Million
Q1 2022

May 13, 2022
SELL
$75.14 - $81.94 $826 - $901
-11 Reduced 0.05%
20,671 $1.63 Million
Q4 2021

Feb 15, 2022
SELL
$74.93 - $80.86 $4,570 - $4,932
-61 Reduced 0.29%
20,682 $1.67 Million
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $180,453 - $189,934
2,431 Added 13.28%
20,743 $1.54 Million
Q2 2021

Aug 12, 2021
BUY
$73.32 - $77.65 $375,031 - $397,179
5,115 Added 38.76%
18,312 $1.39 Million
Q1 2021

May 17, 2021
SELL
$63.23 - $73.67 $5,690 - $6,630
-90 Reduced 0.68%
13,197 $962,000
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $712 - $847
13 Added 0.1%
13,287 $852,000
Q3 2020

Nov 12, 2020
SELL
$50.37 - $58.54 $2,468 - $2,868
-49 Reduced 0.37%
13,274 $734,000
Q2 2020

Aug 12, 2020
SELL
$43.56 - $56.5 $17,467 - $22,656
-401 Reduced 2.92%
13,323 $689,000
Q1 2020

May 15, 2020
SELL
$39.5 - $59.28 $31,481 - $47,246
-797 Reduced 5.49%
13,724 $617,000
Q4 2019

Feb 14, 2020
BUY
$52.87 - $58.15 $767,725 - $844,396
14,521 New
14,521 $841,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Meridian Wealth Partners, LLC Portfolio

Follow Meridian Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email