Meridian Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

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 58,805 shares of SCHX stock, worth $1.4 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

58,805

Holding current value

$1.4 Million

% of portfolio

0.2%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $3.59 Million - $3.99 Million	58,805 New	58,805 $3.99 Million
Q4 2023 Feb 08, 2024	SELL	$48.47 - $56.6 $1.34 Million - $1.57 Million	-27,719 Reduced 44.63%	34,387 $1.94 Million
Q3 2023 Oct 17, 2023	BUY	$50.36 - $54.21 $1.54 Million - $1.65 Million	30,501 Added 96.51%	62,106 $3.14 Million
Q2 2023 Aug 02, 2023	SELL	$47.67 - $52.37 $17,494 - $19,219	-367 Reduced 1.15%	31,605 $1.66 Million
Q1 2023 May 12, 2023	BUY	$44.78 - $49.41 $43,391 - $47,878	969 Added 3.13%	31,972 $1.55 Million
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $66,205 - $75,466	-1,567 Reduced 4.81%	31,003 $1.4 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $1.3 Million - $1.57 Million	-30,719 Reduced 48.54%	32,570 $1.38 Million
Q2 2022 Aug 05, 2022	BUY	$43.35 - $54.51 $2.09 Million - $2.63 Million	48,248 Added 320.78%	63,289 $2.83 Million
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $374,196 - $432,846	7,558 Added 101.0%	15,041 $810,000
Q4 2021 Jan 27, 2022	SELL	$51.9 - $57.29 $7,629 - $8,421	-147 Reduced 1.93%	7,483 $852,000
Q3 2021 Oct 15, 2021	SELL	$51.52 - $54.94 $8,140 - $8,680	-158 Reduced 2.03%	7,630 $794,000
Q2 2021 Jul 22, 2021	SELL	$48.62 - $52.01 $4,035 - $4,316	-83 Reduced 1.05%	7,788 $810,000
Q1 2021 May 07, 2021	SELL	$44.9 - $48.34 $42,834 - $46,116	-954 Reduced 10.81%	7,871 $756,000
Q4 2020 Jan 19, 2021	SELL	$39.35 - $45.48 $21,327 - $24,650	-542 Reduced 5.79%	8,825 $802,000
Q3 2020 Oct 09, 2020	SELL	$37.26 - $43.03 $166,813 - $192,645	-4,477 Reduced 32.34%	9,367 $755,000
Q2 2020 Jul 15, 2020	SELL	$29.25 - $38.76 $5,206 - $6,899	-178 Reduced 1.27%	13,844 $1.03 Million
Q1 2020 Apr 16, 2020	SELL	$26.61 - $40.52 $5,109 - $7,779	-192 Reduced 1.35%	14,022 $858,000
Q4 2019 Jan 09, 2020	SELL	$34.42 - $38.54 $27,811 - $31,140	-808 Reduced 5.38%	14,214 $1.09 Million
Q3 2019 Nov 08, 2019	BUY	$35.28 - $36.01 $3,069 - $3,132	87 Added 0.58%	15,022 $1.07 Million
Q2 2019 Jul 19, 2019	SELL	N/A	-26 Reduced 0.17%	14,935 $10.5 Million
Q1 2019 May 15, 2019	SELL	N/A	-196 Reduced 1.29%	14,961 $10.1 Million
Q4 2018 Feb 05, 2019	BUY	N/A	1,254 Added 9.02%	15,157 $905,000
Q3 2018 Oct 19, 2018	BUY	N/A	1,225 Added 9.66%	13,903 $967,000
Q2 2018 Aug 06, 2018	BUY	N/A	1,051 Added 9.04%	12,678 $824,000
Q1 2018 May 08, 2018	BUY	N/A	555 Added 5.01%	11,627 $733,000
Q4 2017 Jan 30, 2018	SELL	N/A	-30 Reduced 0.27%	11,072 $708,000
Q3 2017 Oct 31, 2017	BUY	N/A	11,102	11,102 $669,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

Meridian Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History