Meridian Wealth Management, LLC Schwab Strategic Tr 1 5 Yr 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 1 5 Yr C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 316,135 shares of SCHJ stock, worth $7.74 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
316,135
Previous 146,296
116.09%
Holding current value
$7.74 Million
Previous $7.26 Million
6.2%
% of portfolio
0.37%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
112Shares Held
4.73MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.44 Million5.59% of portfolio
-
Modera Wealth Management, LLC207KShares$5.05 Million0.06% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA186KShares$4.56 Million2.32% of portfolio