Meridian Management CO Schwab Intermediate Term Us Tr Transaction History

Meridian Management CO

  • $367 Million
  • Q3 2025

A detailed history of Meridian Management CO transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Meridian Management CO holds 20,980 shares of SCHR stock, worth $526,807. This represents 0.14% of its overall portfolio holdings.

Number of Shares
20,980
Previous 29,348 28.51%
Holding current value
$526,807
Previous $734,000 28.2%
% of portfolio
0.14%
Previous 0.21%

Shares

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

Nov 03, 2025
SELL
$24.69 - $25.26 $206,605 - $211,375
-8,368 Reduced 28.51%
20,980 $527,000
Q2 2025

Aug 05, 2025
SELL
$24.54 - $25.07 $1.28 Million - $1.3 Million
-51,970 Reduced 63.91%
29,348 $734,000
Q1 2025

May 07, 2025
SELL
$24.05 - $24.86 $86,002 - $88,899
-3,576 Reduced 4.21%
81,318 $2.02 Million
Q4 2024

Feb 12, 2025
BUY
$24.19 - $50.58 $870,694 - $1.82 Million
35,994 Added 73.61%
84,894 $2.06 Million
Q3 2024

Nov 04, 2024
SELL
$48.4 - $50.91 $213,056 - $224,105
-4,402 Reduced 8.26%
48,900 $2.47 Million
Q2 2024

Aug 08, 2024
SELL
$47.85 - $49.0 $559,988 - $573,447
-11,703 Reduced 18.0%
53,302 $2.6 Million
Q1 2024

May 02, 2024
SELL
$48.64 - $49.88 $118,827 - $121,856
-2,443 Reduced 3.62%
65,005 $3.19 Million
Q4 2023

Feb 12, 2024
SELL
$47.09 - $49.87 $2.53 Million - $2.68 Million
-53,663 Reduced 44.31%
67,448 $3.35 Million
Q3 2023

Nov 03, 2023
BUY
$47.78 - $49.59 $59,677 - $61,937
1,249 Added 1.04%
121,111 $5.81 Million
Q2 2023

Aug 14, 2023
SELL
$49.25 - $50.96 $211,282 - $218,618
-4,290 Reduced 3.46%
119,862 $5.91 Million
Q1 2023

May 02, 2023
BUY
$48.55 - $50.78 $858,024 - $897,434
17,673 Added 16.6%
124,152 $6.26 Million
Q4 2022

Feb 09, 2023
BUY
$48.12 - $50.24 $5.12 Million - $5.35 Million
106,479 New
106,479 $5.24 Million

Others Institutions Holding SCHR

# of Institutions
517
Shares Held
389M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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