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

Meridian Wealth Advisors’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	$724K	Hold	22,818	–	–	0.08%	123
2026 Q1	$700K	Hold	22,818	–	–	0.09%	117
2025 Q4	$626K	Buy	22,818 +5,655	+33%	+$154K	0.09%	118
2025 Q3	$469K	Hold	17,163	–	–	0.07%	131
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%	+$174K	0.08%	121
2024 Q1	$281K	Hold	10,473	–	–	0.05%	152
2023 Q4	$266K	Sell	10,473 -99	-0.9%	-$2.36K	0.06%	154
2023 Q3	$249K	Buy	10,572 +99	+0.9%	+$2.43K	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%	-$10.3K	0.07%	167
2021 Q3	$269K	Buy	10,869 +396	+4%	+$10.1K	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	+$212K	0.08%	161
2020 Q2	–	Sell	-15,573	Closed	-$233K	–	167
2020 Q1	$233K	Buy	15,573 +5,100	+49%	+$91.6K	0.13%	121
2019 Q4	$202K	Buy	+10,473	New	+$196K	0.08%	154
2019 Q1	–	Sell	-9,618	Closed	-$151K	–	346
2018 Q4	$151K	Buy	+9,618	New	+$160K	0.12%	137

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 Wealth Advisors's SCHD Position: Q2 2026 in Review

Meridian Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 22,818 shares worth $724K. The position accounts for 0.08% of the portfolio, ranked #123.

Meridian Wealth Advisors first reported a position in SCHD in Q4 2018 and has held it in 26 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Meridian Wealth Advisors held 22,818 shares of Schwab US Dividend Equity ETF worth $724K as of Q2 2026.
Meridian Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.08% of Meridian Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Meridian Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 26 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.