Meridian Wealth Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Meridian Wealth Partners, LLC

  • $721 Million
  • Q3 2025

A detailed history of Meridian Wealth Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 13,329 shares of SCHR stock, worth $334,691. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,329
Previous 13,200 0.98%
Holding current value
$334,691
Previous $330,000 1.21%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$24.69 - $25.26 $3,185 - $3,258
129 Added 0.98%
13,329 $334,000
Q2 2025

Aug 13, 2025
BUY
$24.54 - $25.07 $932 - $952
38 Added 0.29%
13,200 $330,000
Q1 2025

May 13, 2025
BUY
$24.05 - $24.86 $168 - $174
7 Added 0.05%
13,162 $327,000
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $149,978 - $313,596
6,200 Added 89.14%
13,155 $319,000
Q3 2024

Nov 08, 2024
BUY
$48.4 - $50.91 $336,622 - $354,079
6,955 New
6,955 $351,000

Others Institutions Holding SCHR

# of Institutions
514
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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