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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	-$1.92K	–	424
2019 Q2	$1.92K	Buy	+13,290	New	+$189K	0.08%	211