Meridian Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meridian Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Sell	336,197 -3,229	-1%	-$102K	5.12%	2
2026 Q1	$10.4M	Sell	339,426 -9,675	-3%	-$293K	5.69%	1
2025 Q4	$9.58M	Sell	349,101 -13,693	-4%	-$372K	5.21%	3
2025 Q3	$9.9M	Sell	362,794 -1,437	-0.4%	-$39.2K	5.58%	3
2025 Q2	$9.65M	Buy	364,231 +1,856	+0.5%	+$48.5K	6.25%	2
2025 Q1	$10.1M	Buy	362,375 +3,848	+1%	+$107K	7.11%	1
2024 Q4	$9.79M	Sell	358,527 -5,094	-1%	-$145K	6.76%	1
2024 Q3	$10.2M	Buy	363,621 +4,467	+1%	+$122K	6.84%	1
2024 Q2	$9.31M	Buy	359,154 +10,050	+3%	+$262K	6.74%	2
2024 Q1	$9.38M	Buy	349,104 +8,925	+3%	+$231K	7%	1
2023 Q4	$8.63M	Buy	340,179 +10,347	+3%	+$247K	6.79%	2
2023 Q3	$7.78M	Buy	329,832 +10,983	+3%	+$270K	7.25%	2
2023 Q2	$7.72M	Buy	318,849 +12,342	+4%	+$295K	6.96%	2
2023 Q1	$7.47M	Buy	306,507 +23,817	+8%	+$595K	7.26%	2
2022 Q4	$7.12M	Buy	282,690 +4,515	+2%	+$111K	7.5%	2
2022 Q3	$6.16M	Buy	278,175 +19,197	+7%	+$466K	7.16%	2
2022 Q2	$6.18M	Buy	258,978 +8,373	+3%	+$213K	6.96%	2
2022 Q1	$6.59M	Buy	250,605 +11,292	+5%	+$296K	6.84%	3
2021 Q4	$6.45M	Buy	+239,313	New	+$6.22M	6.02%	5

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Meridian Financial's SCHD Position: Q2 2026 in Review

Meridian Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.95% in Q2 2026, selling an estimated $102K and leaving 336,197 shares worth $10.7M. The position accounts for 5.12% of the portfolio, ranked #2.

Meridian Financial first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Meridian Financial held 336,197 shares of Schwab US Dividend Equity ETF worth $10.7M as of Q2 2026.
Meridian Financial sold 3,229 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $102K.
Schwab US Dividend Equity ETF made up 5.12% of Meridian Financial's portfolio in Q2 2026, its #2 holding.
Meridian Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.