Meridian Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
A detailed history of Meridian Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 254,010 shares of SCHM stock, worth $6.23 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
254,010
Previous 81,133
213.08%
Holding current value
$6.23 Million
Previous $6.74 Million
4.41%
% of portfolio
0.34%
Previous 0.34%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio