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Meridian Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Meridian Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Buy
12,613
+1,530
+14% +$35.8K 0.01% 650
2025
Q4 		$259K Buy
11,083
+2,101
+23% +$49.3K 0.01% 656
2025
Q3 		$211K Buy
+8,982
New +$209K 0.01% 669
2024
Q1 		– Sell
-16,534
Closed -$385K – 458
2023
Q4 		$385K Buy
16,534
+676
+4% +$15.1K 0.02% 436
2023
Q3 		$351K Sell
15,858
-1,612
-9% -$36.5K 0.02% 430
2023
Q2 		$403K Buy
17,470
+2,326
+15% +$54.1K 0.03% 368
2023
Q1 		$355K Sell
15,144
-1,050
-6% -$24.4K 0.03% 384
2022
Q4 		$370K Buy
16,194
+2,608
+19% +$59.4K 0.04% 369
2022
Q3 		$308K Buy
13,586
+2,950
+28% +$70.2K 0.03% 365
2022
Q2 		$255K Buy
10,636
+2,042
+24% +$49.4K 0.02% 470
2022
Q1 		$217K Sell
8,594
-24
-0.3% -$623 0.02% 364
2021
Q4 		$232K Buy
8,618
+60
+0.7% +$1.62K 0.02% 365
2021
Q3 		$232K Buy
8,558
+44
+0.5% +$1.21K 0.03% 358
2021
Q2 		$232K Buy
8,514
+46
+0.5% +$1.25K 0.03% 349
2021
Q1 		$228K Buy
8,468
+32
+0.4% +$878 0.03% 321
2020
Q4 		$236K Buy
8,436
+346
+4% +$9.68K 0.04% 290
2020
Q3 		$226K Sell
8,090
-454
-5% -$12.8K 0.06% 221
2020
Q2 		$240K Buy
8,544
+50
+0.6% +$1.39K 0.08% 186
2020
Q1 		$230K Buy
+8,494
New +$229K 0.1% 173
2019
Q3 		– Sell
-5,944
Closed -$1.57K – 428
2019
Q2 		$1.57K Buy
+5,944
New +$155K 0.06% 237
2018
Q3 		– Sell
-8,906
Closed -$225K – 196
2018
Q2 		$225K Buy
8,906
+42
+0.5% +$1.06K 0.11% 164
2018
Q1 		$226K Buy
8,864
+38
+0.4% +$972 0.11% 158
2017
Q4 		$229K Buy
8,826
+38
+0.4% +$991 0.14% 155
2017
Q3 		$230K Buy
+8,788
New +$230K 0.15% 148

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Meridian Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 14% in Q1 2026, buying an estimated $35.8K and bringing the position to 12,613 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #650.

Meridian Wealth Management first reported a position in SCHZ in Q3 2017 and has held it in 24 quarters since. The position peaked at $403K in Q2 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Meridian Wealth Management held 12,613 shares of Schwab US Aggregate Bond ETF worth $293K as of Q1 2026.
  • Meridian Wealth Management bought 1,530 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $35.8K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #650 holding.
  • Meridian Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • Meridian Wealth Management's Schwab US Aggregate Bond ETF position peaked at $403K in Q2 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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