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Meridian Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meridian Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.5M Buy
876,273
+22,271
+3% +$692K 0.9% 21
2025
Q4 		$27.9M Buy
854,002
+26,337
+3% +$857K 0.98% 19
2025
Q3 		$26.4M Sell
827,665
-26,259
-3% -$800K 1.01% 18
2025
Q2 		$24.9M Sell
853,924
-42,401
-5% -$1.12M 1.07% 16
2025
Q1 		$22.4M Sell
896,325
-70,816
-7% -$1.94M 1.09% 13
2024
Q4 		$27M Buy
967,141
+21,237
+2% +$581K 1.28% 12
2024
Q3 		$24.6M Buy
+945,904
New +$23.8M 1.21% 11
2024
Q1 		– Sell
-541,768
Closed -$11.2M – 451
2023
Q4 		$11.2M Sell
541,768
-555,336
-51% -$10.7M 0.72% 22
2023
Q3 		$19.9M Buy
1,097,104
+613,404
+127% +$11.5M 1.22% 12
2023
Q2 		$9.06M Buy
483,700
+19,044
+4% +$326K 0.76% 21
2023
Q1 		$7.57M Buy
464,656
+5,300
+1% +$80.4K 0.66% 24
2022
Q4 		$6.38M Buy
459,356
+284
+0.1% +$4.08K 0.62% 23
2022
Q3 		$6.41M Sell
459,072
-299,880
-40% -$4.7M 0.69% 22
2022
Q2 		$11.6M Buy
758,952
+646,684
+576% +$10.3M 0.95% 11
2022
Q1 		$2.1M Sell
112,268
-556
-0.5% -$10.1K 0.23% 94
2021
Q4 		$2.31M Buy
112,824
+368
+0.3% +$7.36K 0.25% 89
2021
Q3 		$2.08M Buy
112,456
+3,616
+3% +$68.9K 0.26% 86
2021
Q2 		$1.99M Buy
108,840
+3,352
+3% +$58K 0.25% 82
2021
Q1 		$1.71M Sell
105,488
-2,896
-3% -$47.1K 0.25% 81
2020
Q4 		$1.74M Buy
108,384
+10,104
+10% +$153K 0.28% 76
2020
Q3 		$1.41M Sell
98,280
-3,816
-4% -$53.2K 0.35% 63
2020
Q2 		$1.29M Sell
102,096
-3,504
-3% -$40.9K 0.43% 51
2020
Q1 		$1.05M Buy
105,600
+4,960
+5% +$56.6K 0.47% 46
2019
Q4 		$1.17M Sell
100,640
-1,720
-2% -$19K 0.56% 34
2019
Q3 		$1.07M Buy
102,360
+968
+1% +$10.2K 0.51% 34
2019
Q2 		$10.5K Sell
101,392
-4,056
-4% -$41.2K 0.43% 36
2019
Q1 		$1.05M Buy
105,448
+2,808
+3% +$26.6K 0.48% 41
2018
Q4 		$884K Buy
102,640
+13,232
+15% +$123K 0.52% 42
2018
Q3 		$917K Buy
89,408
+6,392
+8% +$63.7K 0.39% 45
2018
Q2 		$786K Buy
83,016
+16,120
+24% +$150K 0.37% 47
2018
Q1 		$600K Buy
66,896
+6,800
+11% +$62.7K 0.3% 67
2017
Q4 		$533K Sell
60,096
-8,472
-12% -$72.8K 0.33% 72
2017
Q3 		$567K Buy
68,568
+7,672
+13% +$62.2K 0.36% 67
2017
Q2 		$481K Sell
60,896
-784
-1% -$6.11K 0.3% 80
2017
Q1 		$466K Buy
61,680
+14,512
+31% +$107K 0.28% 87
2016
Q4 		$329K Buy
+47,168
New +$326K 0.26% 84

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Meridian Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q1 2026, buying an estimated $692K and bringing the position to 876,273 shares worth $25.5M. The position accounts for 0.9% of the portfolio, ranked #21.

Meridian Wealth Management first reported a position in SCHG in Q4 2016 and has held it in 36 quarters since. The position peaked at $27.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Meridian Wealth Management held 876,273 shares of Schwab US Large-Cap Growth ETF worth $25.5M as of Q1 2026.
  • Meridian Wealth Management bought 22,271 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $692K.
  • Schwab US Large-Cap Growth ETF made up 0.9% of Meridian Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Meridian Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $27.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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