Meridian Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 10,192 shares of SCHK stock, worth $282,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,192
Previous 5,215 95.44%
Holding current value
$282,624
Previous $288,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
BUY
$27.45 - $55.56 $136,618 - $276,522
4,977 Added 95.44%
10,192 $288,000
Q3 2024

Nov 12, 2024
BUY
$49.82 - $55.29 $259,811 - $288,337
5,215 New
5,215 $288,000
Q4 2023

Feb 08, 2024
SELL
$39.52 - $46.21 $205,504 - $240,292
-5,200 Reduced 49.81%
5,240 $241,000
Q3 2023

Oct 17, 2023
BUY
$41.08 - $44.27 $215,012 - $231,709
5,234 Added 100.54%
10,440 $431,000
Q2 2023

Aug 02, 2023
BUY
$38.96 - $42.79 $701 - $770
18 Added 0.35%
5,206 $222,000
Q1 2023

May 12, 2023
BUY
$36.64 - $40.44 $190,088 - $209,802
5,188 New
5,188 $205,000
Q2 2022

Aug 05, 2022
SELL
$35.4 - $44.52 $171,760 - $216,011
-4,852 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$40.46 - $46.8 $566 - $655
14 Added 0.29%
4,852 $214,000
Q4 2021

Jan 27, 2022
BUY
$42.49 - $46.85 $722 - $796
17 Added 0.35%
4,838 $225,000
Q3 2021

Oct 15, 2021
BUY
$42.11 - $45.01 $168 - $180
4 Added 0.08%
4,821 $205,000
Q2 2021

Jul 22, 2021
BUY
$39.89 - $42.66 $192,150 - $205,493
4,817 New
4,817 $205,000
Q1 2020

Apr 16, 2020
SELL
$21.7 - $33.28 $138,706 - $212,725
-6,392 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$28.33 - $31.69 $181,085 - $202,562
6,392 New
6,392 $201,000
Q3 2019

Nov 08, 2019
SELL
$29.04 - $29.62 $192,970 - $196,824
-6,645 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
6,645 New
6,645 $1.85 Million

Others Institutions Holding SCHK

# of Institutions
202
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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