Meridian Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Sell |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $716K | Buy |
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