Meridian Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Meridian Wealth Management, LLC

  • $2.53 Billion
  • Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 8,758 shares of SCHO stock, worth $213,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,758
Previous 8,730 0.32%
Holding current value
$213,257
Previous $212,000 0.47%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$24.23 - $24.42 $678 - $683
28 Added 0.32%
8,758 $213,000
Q2 2025

Aug 08, 2025
SELL
$24.19 - $24.45 $14,634 - $14,792
-605 Reduced 6.48%
8,730 $212,000
Q1 2025

May 12, 2025
BUY
$24.1 - $24.34 $224,973 - $227,213
9,335 New
9,335 $227,000
Q1 2023

May 12, 2023
SELL
$47.8 - $49.0 $137,329 - $140,777
-2,873 Reduced 35.39%
5,246 $255,000
Q4 2022

Feb 13, 2023
BUY
$47.89 - $48.47 $92,475 - $93,595
1,931 Added 31.21%
8,119 $391,000
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $297,952 - $305,501
6,188 New
6,188 $299,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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