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

Meridian Wealth Management’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 Q1	$4.06M	Buy	132,255 +6,350	+5%	+$193K	0.14%	132
2025 Q4	$3.45M	Sell	125,905 -129,349	-51%	-$3.52M	0.12%	155
2025 Q3	$6.97M	Buy	255,254 +13,589	+6%	+$371K	0.27%	76
2025 Q2	$6.4M	Sell	241,665 -28,885	-11%	-$754K	0.27%	82
2025 Q1	$7.56M	Buy	270,550 +10,992	+4%	+$306K	0.37%	60
2024 Q4	$7.09M	Buy	259,558 +5,029	+2%	+$143K	0.34%	62
2024 Q3	$7.17M	Buy	+254,529	New	+$6.93M	0.35%	61
2024 Q1	–	Sell	-272,223	Closed	-$6.91M	–	448
2023 Q4	$6.91M	Sell	272,223 -52,491	-16%	-$1.25M	0.44%	47
2023 Q3	$7.66M	Buy	324,714 +103,128	+47%	+$2.53M	0.47%	43
2023 Q2	$5.36M	Sell	221,586 -39,342	-15%	-$940K	0.45%	39
2023 Q1	$6.36M	Sell	260,928 -7,902	-3%	-$198K	0.56%	29
2022 Q4	$6.77M	Buy	268,830 +57,234	+27%	+$1.41M	0.66%	21
2022 Q3	$4.68M	Sell	211,596 -130,245	-38%	-$3.16M	0.5%	38
2022 Q2	$8.16M	Buy	341,841 +278,436	+439%	+$7.08M	0.67%	26
2022 Q1	$1.67M	Buy	63,405 +8,862	+16%	+$232K	0.18%	107
2021 Q4	$1.47M	Buy	54,543 +1,149	+2%	+$29.9K	0.16%	124
2021 Q3	$1.32M	Buy	53,394 +4,188	+9%	+$106K	0.16%	122
2021 Q2	$1.24M	Sell	49,206 -318	-0.6%	-$8.03K	0.16%	127
2021 Q1	$1.2M	Sell	49,524 -894	-2%	-$20.3K	0.18%	114
2020 Q4	$1.08M	Buy	50,418 +15,084	+43%	+$306K	0.17%	110
2020 Q3	$651K	Sell	35,334 -9,528	-21%	-$175K	0.16%	122
2020 Q2	$773K	Buy	44,862 +2,205	+5%	+$37.2K	0.26%	84
2020 Q1	$639K	Buy	42,657 +8,931	+26%	+$160K	0.28%	76
2019 Q4	$651K	Sell	33,726 -603	-2%	-$11.3K	0.31%	66
2019 Q3	$627K	Buy	34,329 +303	+0.9%	+$5.42K	0.3%	68
2019 Q2	$6.02K	Buy	34,026 +15	+0%	+$264	0.24%	68
2019 Q1	$593K	Sell	34,011 -504	-1%	-$8.47K	0.27%	71
2018 Q4	$540K	Buy	34,515 +5,301	+18%	+$88.3K	0.32%	64
2018 Q3	$516K	Sell	29,214 -7,950	-21%	-$138K	0.22%	83
2018 Q2	$611K	Buy	37,164 +2,334	+7%	+$38.4K	0.29%	67
2018 Q1	$569K	Buy	34,830 +483	+1%	+$8.24K	0.28%	71
2017 Q4	$581K	Sell	34,347 -381	-1%	-$6.26K	0.36%	67
2017 Q3	$544K	Sell	34,728 -8,622	-20%	-$132K	0.34%	72
2017 Q2	$652K	Buy	43,350 +363	+0.8%	+$5.45K	0.41%	53
2017 Q1	$638K	Sell	42,987 -144,417	-77%	-$2.13M	0.38%	63
2016 Q4	$2.72M	Buy	+187,404	New	+$2.66M	2.16%	13

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meridian Wealth Management's SCHD Position: Q1 2026 in Review

Meridian Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q1 2026, buying an estimated $193K and bringing the position to 132,255 shares worth $4.06M. The position accounts for 0.14% of the portfolio, ranked #132.

Meridian Wealth Management first reported a position in SCHD in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.16M in Q2 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Meridian Wealth Management held 132,255 shares of Schwab US Dividend Equity ETF worth $4.06M as of Q1 2026.
Meridian Wealth Management bought 6,350 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $193K.
Schwab US Dividend Equity ETF made up 0.14% of Meridian Wealth Management's portfolio in Q1 2026, its #132 holding.
Meridian Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 36 quarters since.
Meridian Wealth Management's Schwab US Dividend Equity ETF position peaked at $8.16M in Q2 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.