Meridian Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
17,163
| – | – | 0.07% | 127 |
|
|
2025
Q1 | $480K | Hold |
17,163
| – | – | 0.08% | 112 |
|
|
2024
Q4 | $469K | Hold |
17,163
| – | – | 0.08% | 121 |
|
|
2024
Q3 | $484K | Hold |
17,163
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $445K | Buy |
17,163
+6,690
| +64% | +$173K | 0.08% | 121 |
|
|
2024
Q1 | $281K | Hold |
10,473
| – | – | 0.05% | 152 |
|
|
2023
Q4 | $266K | Sell |
10,473
-99
| -0.9% | -$2.51K | 0.06% | 154 |
|
|
2023
Q3 | $249K | Buy |
10,572
+99
| +0.9% | +$2.34K | 0.06% | 159 |
|
|
2023
Q2 | $254K | Hold |
10,473
| – | – | 0.06% | 157 |
|
|
2023
Q1 | $255K | Hold |
10,473
| – | – | 0.06% | 161 |
|
|
2022
Q4 | $264K | Hold |
10,473
| – | – | 0.07% | 162 |
|
|
2022
Q3 | $232K | Hold |
10,473
| – | – | 0.07% | 169 |
|
|
2022
Q2 | $250K | Hold |
10,473
| – | – | 0.07% | 171 |
|
|
2022
Q1 | $275K | Hold |
10,473
| – | – | 0.06% | 180 |
|
|
2021
Q4 | $282K | Sell |
10,473
-396
| -4% | -$10.7K | 0.07% | 167 |
|
|
2021
Q3 | $269K | Buy |
10,869
+396
| +4% | +$9.8K | 0.07% | 165 |
|
|
2021
Q2 | $264K | Hold |
10,473
| – | – | 0.07% | 166 |
|
|
2021
Q1 | $255K | Hold |
10,473
| – | – | 0.08% | 150 |
|
|
2020
Q4 | $224K | Buy |
+10,473
| New | +$224K | 0.08% | 161 |
|
|
2020
Q2 | – | Sell |
-15,573
| Closed | -$233K | – | 167 |
|
|
2020
Q1 | $233K | Buy |
15,573
+5,100
| +49% | +$76.3K | 0.13% | 121 |
|
|
2019
Q4 | $202K | Buy |
+10,473
| New | +$202K | 0.08% | 154 |
|
|
2019
Q1 | – | Sell |
-9,618
| Closed | -$151K | – | 346 |
|
|
2018
Q4 | $151K | Buy |
+9,618
| New | +$151K | 0.12% | 137 |
|