Meridian Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History

Meridian Wealth Partners, LLC

  • $552 Million
  • Q1 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 184,634 shares of SCHO stock, worth $8.89 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
184,634
Previous 344,667 46.43%
Holding current value
$8.89 Million
Previous $16.7 Million 46.7%
% of portfolio
1.61%
Previous 3.2%

Shares

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

May 10, 2024
SELL
$48.05 - $48.63 $7.69 Million - $7.78 Million
-160,033 Reduced 46.43%
184,634 $8.9 Million
Q4 2023

Feb 05, 2024
SELL
$47.66 - $48.45 $857 - $872
-18 Reduced 0.01%
344,667 $16.7 Million
Q3 2023

Nov 03, 2023
BUY
$47.78 - $48.2 $846,040 - $853,477
17,707 Added 5.42%
344,685 $16.5 Million
Q2 2023

Aug 02, 2023
BUY
$48.06 - $48.89 $1.09 Million - $1.11 Million
22,781 Added 7.49%
326,978 $15.7 Million
Q1 2023

May 04, 2023
BUY
$47.8 - $49.0 $328,577 - $336,826
6,874 Added 2.31%
304,197 $14.8 Million
Q4 2022

Feb 14, 2023
BUY
$47.91 - $48.47 $198,203 - $200,520
4,137 Added 1.41%
297,323 $14.3 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-30,607 Reduced 9.45%
293,186 $14.1 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-238,747 Reduced 42.44%
323,793 $15.9 Million
Q1 2022

May 13, 2022
BUY
N/A
273,206 Added 94.43%
562,540 $27.9 Million
Q4 2021

Feb 15, 2022
BUY
N/A
6,265 Added 2.21%
289,334 $14.7 Million
Q3 2021

Nov 12, 2021
BUY
N/A
9,451 Added 3.45%
283,069 $14.5 Million
Q2 2021

Aug 12, 2021
BUY
N/A
13,179 Added 5.06%
273,618 $14 Million
Q1 2021

May 17, 2021
BUY
N/A
21,510 Added 9.0%
260,439 $13.4 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-370,228 Reduced 60.78%
238,929 $12.3 Million
Q3 2020

Nov 12, 2020
BUY
N/A
11,551 Added 1.93%
609,157 $31.4 Million
Q2 2020

Aug 12, 2020
BUY
N/A
25,984 Added 4.55%
597,606 $30.9 Million
Q1 2020

May 15, 2020
BUY
N/A
73,595 Added 14.78%
571,622 $29.6 Million
Q4 2019

Feb 14, 2020
BUY
N/A
498,027 New
498,027 $25.1 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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