Charles Schwab
MRDN

Charles Schwab’s Meridian Holdings Inc MRDN Stock Holding History

Charles Schwab’s Portfolio MRDN Stock Details MRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,504
Closed -$43.3K – 3483
2025
Q4 		$43.3K Hold
4,504
– – ﹤0.01% 3430
2025
Q3 		$61.1K Sell
4,504
-691
-13% -$11.3K ﹤0.01% 3417
2025
Q2 		$106K Buy
5,195
+587
+13% +$12.8K ﹤0.01% 3413
2025
Q1 		$109K Hold
4,608
– – ﹤0.01% 3332
2024
Q4 		$109K Hold
4,608
– – ﹤0.01% 3391
2024
Q3 		$129K Hold
4,608
– – ﹤0.01% 3369
2024
Q2 		$137K Buy
+4,608
New +$211K ﹤0.01% 3461

Other funds holding MRDN

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab's MRDN Position: Q1 2026 in Review

Charles Schwab sold out of Meridian Holdings Inc (MRDN) in Q1 2026, closing a stake of 4,504 shares — an estimated $43.3K sold.

Charles Schwab first reported a position in MRDN in Q2 2024 and held it in 7 quarters. The position peaked at $137K in Q2 2024. 46 funds tracked by Wall St. Rank hold MRDN as of Q1 2026.

  • Charles Schwab reported no remaining Meridian Holdings Inc position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab sold 4,504 Meridian Holdings Inc shares in Q1 2026, an estimated $43.3K.
  • Charles Schwab first reported a position in Meridian Holdings Inc in Q2 2024 and held it in 7 quarters.
  • Charles Schwab's Meridian Holdings Inc position peaked at $137K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.