Meridian Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Meridian Financial, LLC

  • $145 Billion
  • Q4 2024

A detailed history of Meridian Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meridian Financial, LLC holds 21,675 shares of SCHM stock, worth $603,648. This represents 0.41% of its overall portfolio holdings.

Number of Shares
21,675
Previous 7,342 195.22%
Holding current value
$603,648
Previous $609 Million 1.31%
% of portfolio
0.41%
Previous 0.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$27.54 - $83.04 $394,730 - $1.19 Million
14,333 Added 195.22%
21,675 $601 Million
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $15,018 - $16,552
-199 Reduced 2.64%
7,342 $609 Million
Q2 2024

Aug 13, 2024
SELL
$75.69 - $81.19 $59,795 - $64,140
-790 Reduced 9.48%
7,541 $587 Million
Q1 2024

Aug 13, 2024
BUY
$72.89 - $81.43 $1,968 - $2,198
27 Added 0.33%
8,331 $678 Million
Q4 2023

Aug 13, 2024
SELL
$63.01 - $75.95 $9,325 - $11,240
-148 Reduced 1.75%
8,304 $625 Million
Q3 2023

Aug 13, 2024
BUY
$66.75 - $73.98 $7,676 - $8,507
115 Added 1.38%
8,452 $572 Million
Q2 2023

Aug 13, 2024
BUY
$65.29 - $71.03 $9,989 - $10,867
153 Added 1.87%
8,337 $592 Million
Q1 2023

Aug 13, 2024
BUY
$64.24 - $73.9 $18,822 - $21,652
293 Added 3.71%
8,184 $555 Million
Q4 2022

Aug 13, 2024
BUY
$61.05 - $69.94 $4,578 - $5,245
75 Added 0.96%
7,891 $518 Million
Q3 2022

Aug 13, 2024
BUY
$60.5 - $72.51 $20,630 - $24,725
341 Added 4.56%
7,816 $473 Million
Q2 2022

Aug 13, 2024
BUY
$60.91 - $76.4 $30,455 - $38,200
500 Added 7.17%
7,475 $469 Million
Q4 2021

Aug 13, 2024
BUY
$76.01 - $83.39 $530,169 - $581,645
6,975 New
6,975 $561 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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

Track Meridian Financial, LLC Portfolio

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

News

Stay updated on Meridian Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email