Meridian Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.5M | Buy |
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|
2025
Q2 | $11.5M | Sell |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.17M | Sell |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $5.83M | Buy |
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|
2023
Q1 | $5.38M | Buy |
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|
2022
Q4 | $4.9M | Buy |
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|
2022
Q3 | $4.59M | Sell |
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|
2022
Q2 | $5.59M | Buy |
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|
2022
Q1 | $4.86M | Buy |
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|
2021
Q4 | $5.14M | Sell |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.69M | Buy |
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|
2021
Q1 | $4.34M | Sell |
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|
2020
Q4 | $5.31M | Sell |
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|
2020
Q3 | $4.67M | Sell |
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|
2020
Q2 | $4.76M | Sell |
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|
2020
Q1 | $4.57M | Sell |
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|
2019
Q4 | $7.17M | Sell |
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|
2019
Q3 | $6.64M | Sell |
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|
2019
Q2 | $66.4K | Sell |
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|
2019
Q1 | $6.43M | Sell |
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|
2018
Q4 | $5.81M | Buy |
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|
2018
Q3 | $6.81M | Sell |
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|
2018
Q2 | $6.61M | Buy |
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|
2018
Q1 | $6.36M | Sell |
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|
2017
Q4 | $6.79M | Sell |
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|
2017
Q3 | $6.81M | Sell |
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|
2017
Q2 | $7.07M | Buy |
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|
2017
Q1 | $6.67M | Buy |
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|
2016
Q4 | $5.69M | Buy |
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