Meridian Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Meridian Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Buy	9,733 +24	+0.2%	+$838	0.01%	639
2026 Q1	$304K	Buy	9,709 +27	+0.3%	+$884	0.01%	644
2025 Q4	$318K	Buy	9,682 +28	+0.3%	+$911	0.01%	604
2025 Q3	$310K	Buy	9,654 +26	+0.3%	+$805	0.01%	573
2025 Q2	$287K	Buy	9,628 +8	+0.1%	+$221	0.01%	569
2025 Q1	$259K	Sell	9,620 -572	-6%	-$16.2K	0.01%	548
2024 Q4	$289K	Sell	10,192 -238	-2%	-$6.77K	0.01%	524
2024 Q3	$288K	Buy	+10,430	New	+$278K	0.01%	530
2024 Q1	–	Sell	-10,480	Closed	-$241K	–	453
2023 Q4	$241K	Sell	10,480 -10,400	-50%	-$223K	0.02%	534
2023 Q3	$431K	Buy	20,880 +10,468	+101%	+$225K	0.03%	394
2023 Q2	$223K	Buy	10,412 +36	+0.3%	+$728	0.02%	497
2023 Q1	$205K	Buy	+10,376	New	+$200K	0.02%	507
2022 Q2	–	Sell	-9,704	Closed	-$214K	–	575
2022 Q1	$214K	Buy	9,704 +28	+0.3%	+$608	0.02%	368
2021 Q4	$225K	Buy	9,676 +34	+0.4%	+$771	0.02%	370
2021 Q3	$205K	Buy	9,642 +8	+0.1%	+$175	0.03%	374
2021 Q2	$205K	Buy	+9,634	New	+$200K	0.03%	369
2020 Q1	–	Sell	-12,784	Closed	-$201K	–	245
2019 Q4	$201K	Buy	+12,784	New	+$193K	0.1%	194
2019 Q3	–	Sell	-13,290	Closed	-$192K	–	424
2019 Q2	$192K	Buy	+13,290	New	+$189K	0.08%	211

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Meridian Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 0.25% in Q2 2026, buying an estimated $838 and bringing the position to 9,733 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #639.

Meridian Wealth Management first reported a position in SCHK in Q2 2019 and has held it in 18 quarters since. The position peaked at $431K in Q3 2023. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Meridian Wealth Management held 9,733 shares of Schwab 1000 Index ETF worth $351K as of Q2 2026.
Meridian Wealth Management bought 24 Schwab 1000 Index ETF shares in Q2 2026, an estimated $838.
Schwab 1000 Index ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #639 holding.
Meridian Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 18 quarters since.
Meridian Wealth Management's Schwab 1000 Index ETF position peaked at $431K in Q3 2023.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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