Meridian Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Meridian Wealth Advisors, LLC

  • $541 Million
  • Q4 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 17,163 shares of SCHD stock, worth $473,355. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,163
Previous 5,721 200.0%
Holding current value
$473,355
Previous $483,000 3.11%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 11, 2025
BUY
$26.93 - $84.95 $308,133 - $971,997
11,442 Added 200.0%
17,163 $468,000
Q2 2024

Aug 02, 2024
BUY
$75.81 - $80.15 $169,056 - $178,734
2,230 Added 63.88%
5,721 $444,000
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $2,207 - $2,518
-33 Reduced 0.94%
3,491 $265,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $2,330 - $2,496
33 Added 0.95%
3,524 $249,000
Q4 2021

Feb 02, 2022
SELL
$74.93 - $80.86 $9,890 - $10,673
-132 Reduced 3.64%
3,491 $282,000
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $9,798 - $10,313
132 Added 3.78%
3,623 $269,000
Q4 2020

May 07, 2021
SELL
$54.8 - $65.16 $604,444 - $718,714
-11,030 Reduced 75.96%
3,491 $224,000
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $795,750 - $946,188
14,521 New
14,521 $841,000
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $226,119 - $293,291
-5,191 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$39.5 - $59.28 $67,150 - $100,776
1,700 Added 48.7%
5,191 $233,000
Q4 2019

Feb 12, 2020
BUY
$52.87 - $58.15 $184,569 - $203,001
3,491 New
3,491 $202,000
Q1 2019

May 07, 2019
SELL
N/A
-3,206 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
3,206 New
3,206 $151,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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