Meridian Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History

Meridian Wealth Partners, LLC

$657 Million
Q4 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 449,114 shares of SCHO stock, worth $10.9 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

449,114

Previous 214,561 109.32%

Holding current value

$10.9 Million

Previous $10.5 Million 2.82%

% of portfolio

1.64%

Previous 1.64%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$24.06 - $48.88 $5.64 Million - $11.5 Million	234,553 Added 109.32%	449,114 $10.8 Million
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $1.1 Million - $1.12 Million	22,919 Added 11.96%	214,561 $10.5 Million
Q2 2024 Aug 09, 2024	BUY	$47.75 - $48.13 $334,632 - $337,295	7,008 Added 3.8%	191,642 $9.22 Million
Q1 2024 May 10, 2024	SELL	$48.05 - $48.63 $7.69 Million - $7.78 Million	-160,033 Reduced 46.43%	184,634 $8.9 Million
Q4 2023 Feb 05, 2024	SELL	$47.66 - $48.45 $857 - $872	-18 Reduced 0.01%	344,667 $16.7 Million
Q3 2023 Nov 03, 2023	BUY	$47.78 - $48.2 $846,040 - $853,477	17,707 Added 5.42%	344,685 $16.5 Million
Q2 2023 Aug 02, 2023	BUY	$48.06 - $48.89 $1.09 Million - $1.11 Million	22,781 Added 7.49%	326,978 $15.7 Million
Q1 2023 May 04, 2023	BUY	$47.8 - $49.0 $328,577 - $336,826	6,874 Added 2.31%	304,197 $14.8 Million
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $198,120 - $200,520	4,137 Added 1.41%	297,323 $14.3 Million
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $1.47 Million - $1.51 Million	-30,607 Reduced 9.45%	293,186 $14.1 Million
Q2 2022 Aug 15, 2022	SELL	$48.73 - $49.59 $11.6 Million - $11.8 Million	-238,747 Reduced 42.44%	323,793 $15.9 Million
Q1 2022 May 13, 2022	BUY	$49.47 - $50.82 $13.5 Million - $13.9 Million	273,206 Added 94.43%	562,540 $27.9 Million
Q4 2021 Feb 15, 2022	BUY	$50.83 - $51.21 $318,449 - $320,830	6,265 Added 2.21%	289,334 $14.7 Million
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $483,702 - $484,836	9,451 Added 3.45%	283,069 $14.5 Million
Q2 2021 Aug 12, 2021	BUY	$51.19 - $51.33 $674,633 - $676,478	13,179 Added 5.06%	273,618 $14 Million
Q1 2021 May 17, 2021	BUY	$51.27 - $51.41 $1.1 Million - $1.11 Million	21,510 Added 9.0%	260,439 $13.4 Million
Q4 2020 Feb 16, 2021	SELL	$51.37 - $51.48 $19 Million - $19.1 Million	-370,228 Reduced 60.78%	238,929 $12.3 Million
Q3 2020 Nov 12, 2020	BUY	$51.49 - $51.63 $594,760 - $596,378	11,551 Added 1.93%	609,157 $31.4 Million
Q2 2020 Aug 12, 2020	BUY	$51.53 - $51.71 $1.34 Million - $1.34 Million	25,984 Added 4.55%	597,606 $30.9 Million
Q1 2020 May 15, 2020	BUY	$50.48 - $51.73 $3.72 Million - $3.81 Million	73,595 Added 14.78%	571,622 $29.6 Million
Q4 2019 Feb 14, 2020	BUY	$50.38 - $50.71 $25.1 Million - $25.3 Million	498,027 New	498,027 $25.1 Million

Others Institutions Holding SCHO

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Meridian Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History