Meridian Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
156,798
+5,614
| +4% | +$137K | 0.16% | 133 |
|
|
2025
Q1 | $3.34M | Sell |
151,184
-18,101
| -11% | -$400K | 0.16% | 140 |
|
|
2024
Q4 | $3.92M | Sell |
169,285
-7,130
| -4% | -$165K | 0.19% | 119 |
|
|
2024
Q3 | $3.99M | Buy |
+176,415
| New | +$3.99M | 0.2% | 116 |
|
|
2024
Q1 | – | Sell |
-103,161
| Closed | -$1.94M | – | 458 |
|
|
2023
Q4 | $1.94M | Sell |
103,161
-83,157
| -45% | -$1.56M | 0.12% | 173 |
|
|
2023
Q3 | $3.14M | Buy |
186,318
+91,503
| +97% | +$1.54M | 0.19% | 103 |
|
|
2023
Q2 | $1.66M | Sell |
94,815
-1,101
| -1% | -$19.2K | 0.14% | 138 |
|
|
2023
Q1 | $1.55M | Buy |
95,916
+2,907
| +3% | +$46.9K | 0.13% | 153 |
|
|
2022
Q4 | $1.4M | Sell |
93,009
-4,701
| -5% | -$70.8K | 0.14% | 147 |
|
|
2022
Q3 | $1.38M | Sell |
97,710
-92,157
| -49% | -$1.3M | 0.15% | 144 |
|
|
2022
Q2 | $2.83M | Buy |
189,867
+144,744
| +321% | +$2.15M | 0.23% | 106 |
|
|
2022
Q1 | $810K | Buy |
45,123
+225
| +0.5% | +$4.04K | 0.09% | 181 |
|
|
2021
Q4 | $852K | Sell |
44,898
-882
| -2% | -$16.7K | 0.09% | 175 |
|
|
2021
Q3 | $794K | Sell |
45,780
-948
| -2% | -$16.4K | 0.1% | 172 |
|
|
2021
Q2 | $810K | Sell |
46,728
-498
| -1% | -$8.63K | 0.1% | 168 |
|
|
2021
Q1 | $756K | Sell |
47,226
-5,724
| -11% | -$91.6K | 0.11% | 164 |
|
|
2020
Q4 | $802K | Sell |
52,950
-3,252
| -6% | -$49.3K | 0.13% | 140 |
|
|
2020
Q3 | $755K | Sell |
56,202
-26,862
| -32% | -$361K | 0.19% | 105 |
|
|
2020
Q2 | $1.03M | Sell |
83,064
-1,068
| -1% | -$13.2K | 0.34% | 65 |
|
|
2020
Q1 | $858K | Sell |
84,132
-1,152
| -1% | -$11.7K | 0.38% | 54 |
|
|
2019
Q4 | $1.09M | Sell |
85,284
-4,848
| -5% | -$62K | 0.52% | 38 |
|
|
2019
Q3 | $1.07M | Buy |
90,132
+522
| +0.6% | +$6.17K | 0.5% | 35 |
|
|
2019
Q2 | $10.5K | Sell |
89,610
-156
| -0.2% | -$18 | 0.42% | 37 |
|
|
2019
Q1 | $1.01M | Sell |
89,766
-1,176
| -1% | -$13.3K | 0.46% | 43 |
|
|
2018
Q4 | $905K | Buy |
90,942
+7,524
| +9% | +$74.9K | 0.53% | 40 |
|
|
2018
Q3 | $967K | Buy |
83,418
+7,350
| +10% | +$85.2K | 0.42% | 42 |
|
|
2018
Q2 | $824K | Buy |
76,068
+6,306
| +9% | +$68.3K | 0.39% | 43 |
|
|
2018
Q1 | $733K | Buy |
69,762
+3,330
| +5% | +$35K | 0.37% | 54 |
|
|
2017
Q4 | $708K | Sell |
66,432
-180
| -0.3% | -$1.92K | 0.44% | 51 |
|
|
2017
Q3 | $669K | Buy |
66,612
+6,906
| +12% | +$69.4K | 0.42% | 55 |
|
|
2017
Q2 | $575K | Buy |
59,706
+3,264
| +6% | +$31.4K | 0.36% | 62 |
|
|
2017
Q1 | $529K | Buy |
56,442
+14,316
| +34% | +$134K | 0.32% | 73 |
|
|
2016
Q4 | $374K | Buy |
+42,126
| New | +$374K | 0.3% | 74 |
|