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

Meridian Wealth Management, LLC

$2.07 Billion
Q4 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 169,285 shares of SCHX stock, worth $3.98 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

169,285

Previous 58,805 187.88%

Holding current value

$3.98 Million

Previous $3.99 Million 1.63%

% of portfolio

0.19%

Previous 0.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $2.47 Million - $7.54 Million	110,480 Added 187.88%	169,285 $3.92 Million
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

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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