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

Meridian Financial, LLC

$184 Billion
Q4 2025

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 13,839 shares of SCHM stock, worth $403,545. This represents 0.23% of its overall portfolio holdings.

Number of Shares

13,839

Previous 14,153 2.22%

Holding current value

$403,545

Previous $419 Million 0.8%

% of portfolio

0.23%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$28.9 - $30.17 $9,074 - $9,473	-314 Reduced 2.22%	13,839 $416 Million
Q3 2025 Oct 20, 2025	SELL	$28.15 - $30.13 $39,325 - $42,091	-1,397 Reduced 8.98%	14,153 $419 Million
Q2 2025 Jul 15, 2025	SELL	$22.92 - $28.05 $127,137 - $155,593	-5,547 Reduced 26.29%	15,550 $436 Million
Q1 2025 Apr 25, 2025	SELL	$25.58 - $29.24 $14,785 - $16,900	-578 Reduced 2.67%	21,097 $553 Million
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

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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