Meridian Wealth Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 9,827 shares of SCHA stock, worth $262,479. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,827
Previous 10,306 4.65%
Holding current value
$262,479
Previous $489,000 3.48%
% of portfolio
0.08%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$46.9 - $51.96 $22,465 - $24,888
-479 Reduced 4.65%
9,827 $506,000
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $28,953 - $31,385
-640 Reduced 5.85%
10,306 $489,000
Q1 2024

May 10, 2024
SELL
$44.84 - $49.24 $5,380 - $5,908
-120 Reduced 1.08%
10,946 $538,000
Q4 2023

Feb 05, 2024
BUY
$38.13 - $48.02 $22,344 - $28,139
586 Added 5.59%
11,066 $522,000
Q3 2023

Nov 03, 2023
SELL
$40.85 - $46.1 $18,750 - $21,159
-459 Reduced 4.2%
10,480 $434,000
Q2 2023

Aug 02, 2023
BUY
$39.91 - $43.82 $6,864 - $7,537
172 Added 1.6%
10,939 $479,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $19,233 - $22,391
483 Added 4.7%
10,767 $451,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $393,363 - $447,765
10,284 New
10,284 $416,000
Q2 2022

Aug 15, 2022
SELL
$37.88 - $48.01 $169,513 - $214,844
-4,475 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $101,988 - $118,772
2,296 Added 105.37%
4,475 $212,000
Q4 2021

Feb 15, 2022
SELL
$48.64 - $55.07 $437 - $495
-9 Reduced 0.41%
2,179 $223,000
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $917 - $997
19 Added 0.88%
2,188 $219,000
Q2 2021

Aug 12, 2021
BUY
$48.39 - $52.91 $1,596 - $1,746
33 Added 1.54%
2,169 $226,000
Q1 2021

May 17, 2021
SELL
$43.89 - $52.63 $9,436 - $11,315
-215 Reduced 9.15%
2,136 $213,000
Q4 2020

Feb 16, 2021
SELL
$34.66 - $45.17 $3,154 - $4,110
-91 Reduced 3.73%
2,351 $209,000
Q3 2020

Nov 12, 2020
SELL
$32.09 - $36.38 $53,782 - $60,972
-1,676 Reduced 40.7%
2,442 $167,000
Q2 2020

Aug 12, 2020
SELL
$23.59 - $35.22 $115,614 - $172,613
-4,901 Reduced 54.34%
4,118 $269,000
Q1 2020

May 15, 2020
SELL
$22.29 - $38.7 $9,985 - $17,337
-448 Reduced 4.73%
9,019 $465,000
Q4 2019

Feb 14, 2020
BUY
$33.63 - $38.03 $318,375 - $360,030
9,467 New
9,467 $716,000

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
187M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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