Meridian Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.02M | Sell |
|
|||||
|
2025
Q2 | $3.83M | Buy |
|
|||||
|
2025
Q1 | $3.34M | Sell |
|
|||||
|
2024
Q4 | $3.92M | Sell |
|
|||||
|
2024
Q3 | $3.99M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.94M | Sell |
|
|||||
|
2023
Q3 | $3.14M | Buy |
|
|||||
|
2023
Q2 | $1.66M | Sell |
|
|||||
|
2023
Q1 | $1.55M | Buy |
|
|||||
|
2022
Q4 | $1.4M | Sell |
|
|||||
|
2022
Q3 | $1.38M | Sell |
|
|||||
|
2022
Q2 | $2.83M | Buy |
|
|||||
|
2022
Q1 | $810K | Buy |
|
|||||
|
2021
Q4 | $852K | Sell |
|
|||||
|
2021
Q3 | $794K | Sell |
|
|||||
|
2021
Q2 | $810K | Sell |
|
|||||
|
2021
Q1 | $756K | Sell |
|
|||||
|
2020
Q4 | $802K | Sell |
|
|||||
|
2020
Q3 | $755K | Sell |
|
|||||
|
2020
Q2 | $1.02M | Sell |
|
|||||
|
2020
Q1 | $858K | Sell |
|
|||||
|
2019
Q4 | $1.09M | Sell |
|
|||||
|
2019
Q3 | $1.06M | Buy |
|
|||||
|
2019
Q2 | $10.5K | Sell |
|
|||||
|
2019
Q1 | $1.01M | Sell |
|
|||||
|
2018
Q4 | $905K | Buy |
|
|||||
|
2018
Q3 | $967K | Buy |
|
|||||
|
2018
Q2 | $824K | Buy |
|
|||||
|
2018
Q1 | $733K | Buy |
|
|||||
|
2017
Q4 | $708K | Sell |
|
|||||
|
2017
Q3 | $669K | Buy |
|
|||||
|
2017
Q2 | $575K | Buy |
|
|||||
|
2017
Q1 | $529K | Buy |
|
|||||
|
2016
Q4 | $374K | Buy |
|