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Meridian Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Meridian Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7M Buy
471,477
+642
+0.1% +$18K 0.42% 44
2026
Q1 		$11.8M Buy
470,835
+3,594
+0.8% +$94.3K 0.42% 53
2025
Q4 		$12.3M Sell
467,241
-18,345
-4% -$478K 0.43% 47
2025
Q3 		$12.5M Buy
485,586
+2,540
+0.5% +$62.9K 0.48% 45
2025
Q2 		$11.5M Sell
483,046
-33,167
-6% -$731K 0.49% 41
2025
Q1 		$11.1M Sell
516,213
-607
-0.1% -$13.8K 0.54% 40
2024
Q4 		$11.7M Buy
516,820
+21,577
+4% +$493K 0.56% 35
2024
Q3 		$11M Buy
+495,243
New +$10.6M 0.54% 40
2024
Q1 		– Sell
-332,700
Closed -$6.17M – 447
2023
Q4 		$6.17M Sell
332,700
-334,068
-50% -$5.77M 0.39% 56
2023
Q3 		$11.1M Buy
666,768
+328,317
+97% +$5.68M 0.68% 26
2023
Q2 		$5.83M Buy
338,451
+1,062
+0.3% +$17.3K 0.49% 30
2023
Q1 		$5.38M Buy
337,389
+9,084
+3% +$142K 0.47% 36
2022
Q4 		$4.9M Buy
328,305
+111
+0% +$1.67K 0.48% 41
2022
Q3 		$4.59M Sell
328,194
-51,567
-14% -$802K 0.49% 40
2022
Q2 		$5.59M Buy
379,761
+106,806
+39% +$1.71M 0.46% 45
2022
Q1 		$4.86M Buy
272,955
+81
+0% +$1.42K 0.53% 30
2021
Q4 		$5.14M Sell
272,874
-2,850
-1% -$52.4K 0.55% 32
2021
Q3 		$4.77M Buy
275,724
+6,024
+2% +$107K 0.59% 32
2021
Q2 		$4.69M Buy
269,700
+414
+0.2% +$7.01K 0.6% 33
2021
Q1 		$4.34M Sell
269,286
-80,898
-23% -$1.28M 0.63% 29
2020
Q4 		$5.31M Sell
350,184
-1,470
-0.4% -$20.9K 0.84% 24
2020
Q3 		$4.67M Sell
351,654
-37,302
-10% -$490K 1.14% 16
2020
Q2 		$4.76M Sell
388,956
-64,506
-14% -$744K 1.59% 13
2020
Q1 		$4.57M Sell
453,462
-105,918
-19% -$1.28M 2.02% 9
2019
Q4 		$7.17M Sell
559,380
-1,338
-0.2% -$16.4K 3.45% 6
2019
Q3 		$6.64M Sell
560,718
-3,828
-0.7% -$45.2K 3.12% 7
2019
Q2 		$6.64M Sell
564,546
-2,022
-0.4% -$23.3K 2.69% 8
2019
Q1 		$6.43M Sell
566,568
-15,276
-3% -$167K 2.92% 8
2018
Q4 		$5.81M Buy
581,844
+1,518
+0.3% +$16.4K 3.42% 7
2018
Q3 		$6.81M Sell
580,326
-20,490
-3% -$236K 2.93% 9
2018
Q2 		$6.61M Buy
600,816
+2,400
+0.4% +$26.2K 3.11% 8
2018
Q1 		$6.36M Sell
598,416
-63,006
-10% -$692K 3.17% 7
2017
Q4 		$6.79M Sell
661,422
-9,342
-1% -$98K 4.18% 5
2017
Q3 		$6.81M Sell
670,764
-54,750
-8% -$543K 4.32% 4
2017
Q2 		$7.07M Buy
725,514
+24,276
+3% +$234K 4.48% 4
2017
Q1 		$6.67M Buy
701,238
+71,166
+11% +$668K 4% 4
2016
Q4 		$5.69M Buy
+630,072
New +$5.55M 4.51% 2

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Meridian Wealth Management's SCHB Position: Q2 2026 in Review

Meridian Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, buying an estimated $18K and bringing the position to 471,477 shares worth $13.7M. The position accounts for 0.42% of the portfolio, ranked #44.

Meridian Wealth Management first reported a position in SCHB in Q4 2016 and has held it in 37 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Meridian Wealth Management held 471,477 shares of Schwab US Broad Market ETF worth $13.7M as of Q2 2026.
  • Meridian Wealth Management bought 642 Schwab US Broad Market ETF shares in Q2 2026, an estimated $18K.
  • Schwab US Broad Market ETF made up 0.42% of Meridian Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Meridian Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 37 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.