Meridian Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Meridian Wealth Partners, LLC

$657 Million
Q4 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 272,555 shares of SCHM stock, worth $7.62 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

272,555

Previous 91,769 197.0%

Holding current value

$7.62 Million

Previous $7.63 Million 0.96%

% of portfolio

1.15%

Previous 1.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$27.54 - $83.04 $4.98 Million - $15 Million	180,786 Added 197.0%	272,555 $7.55 Million
Q3 2024 Nov 08, 2024	SELL	$75.47 - $83.18 $340,294 - $375,058	-4,509 Reduced 4.68%	91,769 $7.63 Million
Q2 2024 Aug 09, 2024	BUY	$75.69 - $81.19 $5,222 - $5,602	69 Added 0.07%	96,278 $7.49 Million
Q1 2024 May 10, 2024	SELL	$72.89 - $81.43 $77,117 - $86,152	-1,058 Reduced 1.09%	96,209 $7.83 Million
Q4 2023 Feb 05, 2024	SELL	$63.01 - $75.95 $66,097 - $79,671	-1,049 Reduced 1.07%	97,267 $7.33 Million
Q3 2023 Nov 03, 2023	SELL	$66.75 - $73.98 $85,506 - $94,768	-1,281 Reduced 1.29%	98,316 $6.65 Million
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $118,893 - $129,345	-1,821 Reduced 1.8%	99,597 $7.07 Million
Q1 2023 May 04, 2023	SELL	$64.24 - $73.9 $74,775 - $86,019	-1,164 Reduced 1.13%	101,418 $6.88 Million
Q4 2022 Feb 14, 2023	SELL	$61.05 - $69.94 $43,040 - $49,307	-705 Reduced 0.68%	102,582 $6.73 Million
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $116,462 - $139,581	-1,925 Reduced 1.83%	103,287 $6.25 Million
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $536,921 - $673,466	-8,815 Reduced 7.73%	105,212 $6.6 Million
Q1 2022 May 13, 2022	SELL	$70.66 - $80.89 $68,681 - $78,625	-972 Reduced 0.85%	114,027 $8.65 Million
Q4 2021 Feb 15, 2022	SELL	$76.01 - $83.39 $267,403 - $293,366	-3,518 Reduced 2.97%	114,999 $9.25 Million
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $38,594 - $41,851	-517 Reduced 0.43%	118,517 $9.09 Million
Q2 2021 Aug 12, 2021	SELL	$74.64 - $79.12 $209,290 - $221,852	-2,804 Reduced 2.3%	119,034 $9.32 Million
Q1 2021 May 17, 2021	SELL	$67.07 - $76.85 $359,696 - $412,146	-5,363 Reduced 4.22%	121,838 $9.07 Million
Q4 2020 Feb 16, 2021	SELL	$55.93 - $68.45 $80,035 - $97,951	-1,431 Reduced 1.11%	127,201 $8.67 Million
Q3 2020 Nov 12, 2020	SELL	$51.99 - $58.83 $182,120 - $206,081	-3,503 Reduced 2.65%	128,632 $7.14 Million
Q2 2020 Aug 12, 2020	SELL	$39.01 - $57.03 $278,882 - $407,707	-7,149 Reduced 5.13%	132,135 $6.95 Million
Q1 2020 May 15, 2020	BUY	$35.83 - $62.24 $78,718 - $136,741	2,197 Added 1.6%	139,284 $5.87 Million
Q4 2019 Feb 14, 2020	BUY	$54.56 - $60.24 $7.48 Million - $8.26 Million	137,087 New	137,087 $8.25 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Meridian Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History