Meridian Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
483,046
-33,167
| -6% | -$790K | 0.49% | 41 |
|
|
2025
Q1 | $11.1M | Sell |
516,213
-607
| -0.1% | -$13.1K | 0.54% | 40 |
|
|
2024
Q4 | $11.7M | Buy |
516,820
+21,577
| +4% | +$490K | 0.56% | 35 |
|
|
2024
Q3 | $11M | Buy |
+495,243
| New | +$11M | 0.54% | 40 |
|
|
2024
Q1 | – | Sell |
-332,700
| Closed | -$6.17M | – | 448 |
|
|
2023
Q4 | $6.17M | Sell |
332,700
-334,068
| -50% | -$6.2M | 0.39% | 56 |
|
|
2023
Q3 | $11.1M | Buy |
666,768
+328,317
| +97% | +$5.46M | 0.68% | 26 |
|
|
2023
Q2 | $5.83M | Buy |
338,451
+1,062
| +0.3% | +$18.3K | 0.49% | 30 |
|
|
2023
Q1 | $5.38M | Buy |
337,389
+9,084
| +3% | +$145K | 0.47% | 36 |
|
|
2022
Q4 | $4.9M | Buy |
328,305
+111
| +0% | +$1.66K | 0.48% | 41 |
|
|
2022
Q3 | $4.59M | Sell |
328,194
-51,567
| -14% | -$722K | 0.49% | 40 |
|
|
2022
Q2 | $5.59M | Buy |
379,761
+106,806
| +39% | +$1.57M | 0.46% | 45 |
|
|
2022
Q1 | $4.86M | Buy |
272,955
+81
| +0% | +$1.44K | 0.53% | 30 |
|
|
2021
Q4 | $5.14M | Sell |
272,874
-2,850
| -1% | -$53.7K | 0.55% | 32 |
|
|
2021
Q3 | $4.77M | Buy |
275,724
+6,024
| +2% | +$104K | 0.59% | 32 |
|
|
2021
Q2 | $4.69M | Buy |
269,700
+414
| +0.2% | +$7.2K | 0.6% | 33 |
|
|
2021
Q1 | $4.34M | Sell |
269,286
-80,898
| -23% | -$1.3M | 0.63% | 29 |
|
|
2020
Q4 | $5.31M | Sell |
350,184
-1,470
| -0.4% | -$22.3K | 0.84% | 24 |
|
|
2020
Q3 | $4.67M | Sell |
351,654
-37,302
| -10% | -$495K | 1.14% | 16 |
|
|
2020
Q2 | $4.76M | Sell |
388,956
-64,506
| -14% | -$790K | 1.59% | 13 |
|
|
2020
Q1 | $4.57M | Sell |
453,462
-105,918
| -19% | -$1.07M | 2.02% | 9 |
|
|
2019
Q4 | $7.17M | Sell |
559,380
-1,338
| -0.2% | -$17.1K | 3.45% | 6 |
|
|
2019
Q3 | $6.64M | Sell |
560,718
-3,828
| -0.7% | -$45.3K | 3.12% | 7 |
|
|
2019
Q2 | $66.4K | Sell |
564,546
-2,022
| -0.4% | -$238 | 2.69% | 8 |
|
|
2019
Q1 | $6.43M | Sell |
566,568
-15,276
| -3% | -$173K | 2.92% | 8 |
|
|
2018
Q4 | $5.81M | Buy |
581,844
+1,518
| +0.3% | +$15.2K | 3.42% | 7 |
|
|
2018
Q3 | $6.81M | Sell |
580,326
-20,490
| -3% | -$240K | 2.93% | 9 |
|
|
2018
Q2 | $6.61M | Buy |
600,816
+2,400
| +0.4% | +$26.4K | 3.11% | 8 |
|
|
2018
Q1 | $6.36M | Sell |
598,416
-63,006
| -10% | -$670K | 3.17% | 7 |
|
|
2017
Q4 | $6.79M | Sell |
661,422
-9,342
| -1% | -$95.8K | 4.18% | 5 |
|
|
2017
Q3 | $6.81M | Sell |
670,764
-54,750
| -8% | -$556K | 4.32% | 4 |
|
|
2017
Q2 | $7.07M | Buy |
725,514
+24,276
| +3% | +$237K | 4.48% | 4 |
|
|
2017
Q1 | $6.67M | Buy |
701,238
+71,166
| +11% | +$677K | 4% | 4 |
|
|
2016
Q4 | $5.69M | Buy |
+630,072
| New | +$5.69M | 4.51% | 2 |
|