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

Meridian Financial, LLC

  • $178 Billion
  • Q3 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 14,153 shares of SCHM stock, worth $412,701. This represents 0.24% of its overall portfolio holdings.

Number of Shares
14,153
Previous 15,550 8.98%
Holding current value
$412,701
Previous $436 Million 3.83%
% of portfolio
0.24%
Previous 0.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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