Meridian Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Meridian Wealth Partners, LLC

  • $552 Million
  • Q1 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 15,028 shares of SCHZ stock, worth $684,976. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,028
Previous 15,201 1.14%
Holding current value
$684,976
Previous $708,000 2.4%
% of portfolio
0.13%
Previous 0.14%

Shares

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

May 10, 2024
SELL
$45.44 - $46.67 $7,861 - $8,073
-173 Reduced 1.14%
15,028 $691,000
Q4 2023

Feb 05, 2024
SELL
$43.09 - $46.83 $28,396 - $30,860
-659 Reduced 4.16%
15,201 $708,000
Q3 2023

Nov 03, 2023
SELL
$44.14 - $46.33 $3,575 - $3,752
-81 Reduced 0.51%
15,860 $701,000
Q2 2023

Aug 02, 2023
SELL
$45.86 - $47.33 $272,821 - $281,566
-5,949 Reduced 27.18%
15,941 $735,000
Q1 2023

May 04, 2023
BUY
$45.33 - $47.44 $10,879 - $11,385
240 Added 1.11%
21,890 $1.03 Million
Q4 2022

Feb 14, 2023
SELL
$44.31 - $47.03 $5,361 - $5,690
-121 Reduced 0.56%
21,650 $988,000
Q3 2022

Nov 14, 2022
BUY
N/A
87 Added 0.4%
21,771 $986,000
Q2 2022

Aug 15, 2022
BUY
N/A
85 Added 0.39%
21,684 $1.04 Million
Q1 2022

May 13, 2022
BUY
N/A
308 Added 1.45%
21,599 $1.09 Million
Q4 2021

Feb 15, 2022
BUY
N/A
905 Added 4.44%
21,291 $1.15 Million
Q3 2021

Nov 12, 2021
BUY
N/A
1,431 Added 7.55%
20,386 $1.11 Million
Q2 2021

Aug 12, 2021
BUY
N/A
6,135 Added 47.85%
18,955 $1.04 Million
Q1 2021

May 17, 2021
BUY
N/A
32 Added 0.25%
12,820 $692,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,926 Added 17.73%
12,788 $717,000
Q3 2020

Nov 12, 2020
BUY
N/A
2,492 Added 29.77%
10,862 $609,000
Q2 2020

Aug 12, 2020
BUY
N/A
1,211 Added 16.92%
8,370 $471,000
Q1 2020

May 15, 2020
BUY
N/A
1,260 Added 21.36%
7,159 $389,000
Q4 2019

Feb 14, 2020
BUY
N/A
5,899 New
5,899 $315,000

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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