MWM
SCHX icon

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

Meridian Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86M Sell
150,654
-1,519
-1% -$40.7K 0.14% 140
2025
Q4 		$4.09M Sell
152,173
-318
-0.2% -$8.49K 0.14% 135
2025
Q3 		$4.02M Sell
152,491
-4,307
-3% -$109K 0.15% 127
2025
Q2 		$3.83M Buy
156,798
+5,614
+4% +$127K 0.16% 133
2025
Q1 		$3.34M Sell
151,184
-18,101
-11% -$421K 0.16% 140
2024
Q4 		$3.92M Sell
169,285
-7,130
-4% -$166K 0.19% 119
2024
Q3 		$3.99M Buy
+176,415
New +$3.84M 0.2% 116
2024
Q1 		– Sell
-103,161
Closed -$1.94M – 457
2023
Q4 		$1.94M Sell
103,161
-83,157
-45% -$1.46M 0.12% 173
2023
Q3 		$3.14M Buy
186,318
+91,503
+97% +$1.61M 0.19% 103
2023
Q2 		$1.66M Sell
94,815
-1,101
-1% -$18.2K 0.14% 138
2023
Q1 		$1.55M Buy
95,916
+2,907
+3% +$45.7K 0.13% 153
2022
Q4 		$1.4M Sell
93,009
-4,701
-5% -$71.2K 0.14% 147
2022
Q3 		$1.38M Sell
97,710
-92,157
-49% -$1.45M 0.15% 144
2022
Q2 		$2.83M Buy
189,867
+144,744
+321% +$2.35M 0.23% 106
2022
Q1 		$810K Buy
45,123
+225
+0.5% +$3.98K 0.09% 181
2021
Q4 		$852K Sell
44,898
-882
-2% -$16.3K 0.09% 175
2021
Q3 		$794K Sell
45,780
-948
-2% -$16.9K 0.1% 172
2021
Q2 		$810K Sell
46,728
-498
-1% -$8.4K 0.1% 168
2021
Q1 		$756K Sell
47,226
-5,724
-11% -$89.7K 0.11% 164
2020
Q4 		$802K Sell
52,950
-3,252
-6% -$46.5K 0.13% 140
2020
Q3 		$755K Sell
56,202
-26,862
-32% -$357K 0.19% 105
2020
Q2 		$1.02M Sell
83,064
-1,068
-1% -$12.4K 0.34% 65
2020
Q1 		$858K Sell
84,132
-1,152
-1% -$14K 0.38% 54
2019
Q4 		$1.09M Sell
85,284
-4,848
-5% -$59.4K 0.52% 38
2019
Q3 		$1.06M Buy
90,132
+522
+0.6% +$6.15K 0.5% 35
2019
Q2 		$10.5K Sell
89,610
-156
-0.2% -$1.79K 0.42% 37
2019
Q1 		$1.01M Sell
89,766
-1,176
-1% -$12.7K 0.46% 43
2018
Q4 		$905K Buy
90,942
+7,524
+9% +$80.8K 0.53% 40
2018
Q3 		$967K Buy
83,418
+7,350
+10% +$83.6K 0.42% 42
2018
Q2 		$824K Buy
76,068
+6,306
+9% +$68K 0.39% 43
2018
Q1 		$733K Buy
69,762
+3,330
+5% +$36.2K 0.37% 54
2017
Q4 		$708K Sell
66,432
-180
-0.3% -$1.86K 0.44% 51
2017
Q3 		$669K Buy
66,612
+6,906
+12% +$67.8K 0.42% 55
2017
Q2 		$575K Buy
59,706
+3,264
+6% +$31.1K 0.36% 62
2017
Q1 		$529K Buy
56,442
+14,316
+34% +$132K 0.32% 73
2016
Q4 		$374K Buy
+42,126
New +$366K 0.3% 74

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Meridian Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q1 2026, selling an estimated $40.7K and leaving 150,654 shares worth $3.86M. The position accounts for 0.14% of the portfolio, ranked #140.

Meridian Wealth Management first reported a position in SCHX in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.09M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Meridian Wealth Management held 150,654 shares of Schwab US Large- Cap ETF worth $3.86M as of Q1 2026.
  • Meridian Wealth Management sold 1,519 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $40.7K.
  • Schwab US Large- Cap ETF made up 0.14% of Meridian Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Meridian Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Schwab US Large- Cap ETF position peaked at $4.09M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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