Meridian Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Meridian Wealth Management, LLC

$2.53 Billion
Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 395,852 shares of SCHJ stock, worth $9.83 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

395,852

Previous 372,585 6.24%

Holding current value

$9.83 Million

Previous $9.24 Million 6.85%

% of portfolio

0.39%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.65 - $24.98 $573,531 - $581,209	23,267 Added 6.24%	395,852 $9.88 Million
Q2 2025 Aug 08, 2025	BUY	$24.32 - $24.81 $228,705 - $233,313	9,404 Added 2.59%	372,585 $9.24 Million
Q1 2025 May 12, 2025	BUY	$24.29 - $24.65 $1.14 Million - $1.16 Million	47,046 Added 14.88%	363,181 $8.95 Million
Q4 2024 Feb 06, 2025	BUY	$24.31 - $49.53 $4.13 Million - $8.41 Million	169,839 Added 116.09%	316,135 $7.71 Million
Q3 2024 Nov 12, 2024	BUY	$48.09 - $49.69 $7.04 Million - $7.27 Million	146,296 New	146,296 $7.26 Million

Q4 2023 Feb 08, 2024	BUY	$46.51 - $48.38 $2.06 Million - $2.14 Million	44,298 New	44,298 $2.14 Million

Others Institutions Holding SCHJ

# of Institutions

125

Shares Held

7.37M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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Meridian Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History