Meridian Management CO Schwab Strategic Tr Us Small C Transaction History

Meridian Management CO

  • $367 Million
  • Q3 2025

A detailed history of Meridian Management CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Meridian Management CO holds 215,870 shares of SCHA stock, worth $5.92 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
215,870
Previous 240,450 10.22%
Holding current value
$5.92 Million
Previous $6.08 Million 1.0%
% of portfolio
1.64%
Previous 1.71%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$25.29 - $28.33 $621,628 - $696,351
-24,580 Reduced 10.22%
215,870 $6.02 Million
Q2 2025

Aug 05, 2025
SELL
$20.42 - $25.3 $3.96 Million - $4.9 Million
-193,725 Reduced 44.62%
240,450 $6.08 Million
Q1 2025

May 07, 2025
SELL
$23.16 - $27.04 $1.17 Million - $1.36 Million
-50,465 Reduced 10.41%
434,175 $10.2 Million
Q4 2024

Feb 12, 2025
BUY
$25.33 - $51.16 $5.11 Million - $10.3 Million
201,880 Added 71.4%
484,640 $12.5 Million
Q3 2024

Nov 04, 2024
SELL
$46.9 - $51.96 $525,702 - $582,419
-11,209 Reduced 3.81%
282,760 $14.6 Million
Q2 2024

Aug 08, 2024
SELL
$45.24 - $49.04 $1.17 Million - $1.27 Million
-25,842 Reduced 8.08%
293,969 $13.9 Million
Q1 2024

May 02, 2024
SELL
$44.84 - $49.24 $184,023 - $202,080
-4,104 Reduced 1.27%
319,811 $15.7 Million
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $7.32 Million - $9.22 Million
-192,036 Reduced 37.22%
323,915 $15.3 Million
Q3 2023

Nov 03, 2023
BUY
$40.85 - $46.1 $302,657 - $341,554
7,409 Added 1.46%
515,951 $21.4 Million
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $1,037 - $1,139
26 Added 0.01%
508,542 $22.3 Million
Q1 2023

May 02, 2023
BUY
$39.82 - $46.36 $957,591 - $1.11 Million
24,048 Added 4.96%
508,516 $21.3 Million
Q4 2022

Feb 09, 2023
BUY
$38.25 - $43.54 $546,630 - $622,230
14,291 Added 3.04%
484,468 $19.6 Million
Q3 2022

Nov 08, 2022
BUY
$37.65 - $45.9 $465,128 - $567,048
12,354 Added 2.7%
470,177 $17.8 Million
Q2 2022

Aug 05, 2022
BUY
$37.88 - $48.01 $98,639 - $125,018
2,604 Added 0.57%
457,823 $17.9 Million
Q1 2022

May 10, 2022
BUY
$44.42 - $51.73 $10.3 Million - $12 Million
231,423 Added 103.41%
455,219 $21.6 Million
Q4 2021

Feb 10, 2022
BUY
$48.64 - $55.07 $143,877 - $162,897
2,958 Added 1.34%
223,796 $22.9 Million
Q3 2021

Nov 10, 2021
BUY
$48.3 - $52.49 $258,791 - $281,241
5,358 Added 2.49%
220,838 $22.1 Million
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $3.26 Million - $3.57 Million
67,381 Added 45.5%
215,480 $22.4 Million
Q1 2021

May 10, 2021
BUY
$43.89 - $52.63 $146,548 - $175,731
3,339 Added 2.31%
148,099 $14.8 Million
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $53,133 - $69,245
1,533 Added 1.07%
144,760 $12.9 Million
Q3 2020

Nov 10, 2020
BUY
$32.09 - $36.38 $163,915 - $185,829
5,108 Added 3.7%
143,227 $9.79 Million
Q2 2020

Jul 13, 2020
SELL
$23.59 - $35.22 $22,009 - $32,860
-933 Reduced 0.67%
138,119 $9.03 Million
Q1 2020

May 07, 2020
BUY
$22.29 - $38.7 $476,270 - $826,902
21,367 Added 18.16%
139,052 $7.16 Million
Q4 2019

Feb 11, 2020
SELL
$33.63 - $38.03 $60,634 - $68,568
-1,803 Reduced 1.51%
117,685 $8.9 Million
Q3 2019

Nov 06, 2019
BUY
$34.78 - $36.12 $29,076 - $30,196
836 Added 0.7%
119,488 $8.33 Million
Q2 2019

Aug 05, 2019
BUY
N/A
2,997 Added 2.59%
118,652 $8.48 Million
Q1 2019

May 06, 2019
BUY
N/A
6,356 Added 5.82%
115,655 $8.09 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-4,296 Reduced 3.78%
109,299 $6.63 Million
Q3 2018

Oct 30, 2018
BUY
N/A
6,167 Added 5.74%
113,595 $8.65 Million
Q2 2018

Aug 03, 2018
BUY
N/A
8,720 Added 8.83%
107,428 $7.9 Million
Q1 2018

May 08, 2018
BUY
N/A
3,968 Added 4.19%
98,708 $6.82 Million
Q4 2017

Feb 05, 2018
BUY
N/A
11,725 Added 14.12%
94,740 $6.61 Million
Q3 2017

Nov 06, 2017
BUY
N/A
83,015
83,015 $0

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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

Track Meridian Management CO Portfolio

Follow Meridian Management CO 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 Management CO, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Management CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email