A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 236,476 shares of SCHG stock, worth $6.84 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
236,476
Holding current value
$6.84 Million
% of portfolio
1.23%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$92.63 - $105.69 $21.9 Million - $25 Million
236,476 New
236,476 $24.6 Million
Q4 2023

Feb 08, 2024

SELL
$70.08 - $83.37 $9.73 Million - $11.6 Million
-138,834 Reduced 50.62%
135,442 $11.2 Million
Q3 2023

Oct 17, 2023

BUY
$71.99 - $78.02 $11 Million - $12 Million
153,351 Added 126.81%
274,276 $19.9 Million
Q2 2023

Aug 02, 2023

BUY
$63.6 - $74.95 $302,799 - $356,836
4,761 Added 4.1%
120,925 $9.06 Million
Q1 2023

May 12, 2023

BUY
$54.19 - $65.17 $71,801 - $86,350
1,325 Added 1.15%
116,164 $7.57 Million
Q4 2022

Feb 13, 2023

BUY
$54.31 - $60.76 $3,856 - $4,313
71 Added 0.06%
114,839 $6.38 Million
Q3 2022

Nov 14, 2022

SELL
$55.81 - $69.25 $4.18 Million - $5.19 Million
-74,970 Reduced 39.51%
114,768 $6.41 Million
Q2 2022

Aug 05, 2022

BUY
$55.73 - $76.55 $9.01 Million - $12.4 Million
161,671 Added 576.02%
189,738 $11.6 Million
Q1 2022

May 12, 2022

BUY
$65.63 - $82.62 $916,457 - $1.15 Million
13,964 Added 99.01%
28,067 $2.1 Million
Q4 2021

Jan 27, 2022

BUY
$73.11 - $83.4 $3,363 - $3,836
46 Added 0.33%
14,103 $2.31 Million
Q3 2021

Oct 15, 2021

BUY
$73.24 - $78.94 $33,104 - $35,680
452 Added 3.32%
14,057 $2.08 Million
Q2 2021

Jul 22, 2021

BUY
$65.3 - $73.24 $27,360 - $30,687
419 Added 3.18%
13,605 $1.99 Million
Q1 2021

May 07, 2021

SELL
$61.41 - $68.35 $22,230 - $24,742
-362 Reduced 2.67%
13,186 $1.71 Million
Q4 2020

Jan 19, 2021

BUY
$55.95 - $64.38 $70,664 - $81,311
1,263 Added 10.28%
13,548 $1.74 Million
Q3 2020

Oct 09, 2020

SELL
$51.42 - $61.56 $24,527 - $29,364
-477 Reduced 3.74%
12,285 $1.41 Million
Q2 2020

Jul 15, 2020

SELL
$37.99 - $51.32 $16,639 - $22,478
-438 Reduced 3.32%
12,762 $1.3 Million
Q1 2020

Apr 16, 2020

BUY
$34.6 - $51.17 $21,452 - $31,725
620 Added 4.93%
13,200 $1.05 Million
Q4 2019

Jan 09, 2020

SELL
$40.97 - $46.72 $8,808 - $10,044
-215 Reduced 1.68%
12,580 $1.17 Million
Q3 2019

Nov 08, 2019

BUY
$41.7 - $42.86 $5,045 - $5,186
121 Added 0.95%
12,795 $1.08 Million
Q2 2019

Jul 19, 2019

SELL
N/A
-507 Reduced 3.85%
12,674 $10.5 Million
Q1 2019

May 15, 2019

BUY
N/A
351 Added 2.74%
13,181 $10.5 Million
Q4 2018

Feb 05, 2019

BUY
N/A
1,654 Added 14.8%
12,830 $884,000
Q3 2018

Oct 19, 2018

BUY
N/A
799 Added 7.7%
11,176 $917,000
Q2 2018

Aug 06, 2018

BUY
N/A
2,015 Added 24.1%
10,377 $786,000
Q1 2018

May 08, 2018

BUY
N/A
850 Added 11.32%
8,362 $600,000
Q4 2017

Jan 30, 2018

SELL
N/A
-1,059 Reduced 12.36%
7,512 $533,000
Q3 2017

Oct 31, 2017

BUY
N/A
8,571
8,571 $567,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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