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

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 993,643 shares of SCHX stock, worth $23.3 Million. This represents 10.54% of its overall portfolio holdings.

Number of Shares

993,643

Previous 1,048,024 5.19%

Holding current value

$23.3 Million

Previous $67.3 Million 0.12%

% of portfolio

10.54%

Previous 11.94%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$61.11 - $67.85 $3.32 Million - $3.69 Million	-54,381 Reduced 5.19%	993,643 $67.4 Million
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $461,029 - $508,782	-7,854 Reduced 0.74%	1,048,024 $67.3 Million
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $209,117 - $234,289	3,774 Added 0.36%	1,055,878 $65.5 Million
Q4 2023 Feb 05, 2024	SELL	$48.47 - $56.6 $360,471 - $420,934	-7,437 Reduced 0.7%	1,052,104 $59.3 Million
Q3 2023 Nov 03, 2023	BUY	$50.36 - $54.21 $395,779 - $426,036	7,859 Added 0.75%	1,059,541 $53.6 Million
Q2 2023 Aug 02, 2023	BUY	$47.67 - $52.37 $904,871 - $994,087	18,982 Added 1.84%	1,051,682 $55.1 Million
Q1 2023 May 04, 2023	SELL	$44.78 - $49.41 $1.97 Million - $2.18 Million	-44,048 Reduced 4.09%	1,032,700 $50 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $943,400 - $1.08 Million	22,329 Added 2.12%	1,076,748 $48.6 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $20.5 Million - $24.7 Million	484,936 Added 85.15%	1,054,419 $44.7 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $416,636 - $523,895	9,611 Added 1.72%	569,483 $25.4 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $16.3 Million - $18.8 Million	328,892 Added 142.39%	559,872 $30.1 Million
Q4 2021 Feb 15, 2022	SELL	$51.9 - $57.29 $30,776 - $33,972	-593 Reduced 0.26%	230,980 $26.3 Million
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $91,087 - $97,133	-1,768 Reduced 0.76%	231,573 $24.1 Million
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $188,742 - $201,902	-3,882 Reduced 1.64%	233,341 $24.3 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $1.05 Million - $1.13 Million	-23,411 Reduced 8.98%	237,223 $22.8 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $70,239 - $81,181	1,785 Added 0.69%	260,634 $23.7 Million
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $385,641 - $445,360	10,350 Added 4.17%	258,849 $20.9 Million
Q2 2020 Aug 12, 2020	SELL	$29.25 - $38.76 $28,869 - $38,256	-987 Reduced 0.4%	248,499 $18.4 Million
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $40,260 - $61,306	-1,513 Reduced 0.6%	249,486 $15.3 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $8.64 Million - $9.67 Million	250,999 New	250,999 $19.3 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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