Meridian Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
17,160
+598
| +4% | +$15.1K | 0.06% | 73 |
|
|
2025
Q1 | $388K | Sell |
16,562
-2,930
| -15% | -$68.7K | 0.06% | 73 |
|
|
2024
Q4 | $504K | Sell |
19,492
-162
| -0.8% | -$4.19K | 0.08% | 61 |
|
|
2024
Q3 | $506K | Sell |
19,654
-958
| -5% | -$24.7K | 0.08% | 61 |
|
|
2024
Q2 | $489K | Sell |
20,612
-1,280
| -6% | -$30.4K | 0.09% | 55 |
|
|
2024
Q1 | $539K | Sell |
21,892
-240
| -1% | -$5.91K | 0.1% | 52 |
|
|
2023
Q4 | $523K | Buy |
22,132
+1,172
| +6% | +$27.7K | 0.1% | 52 |
|
|
2023
Q3 | $434K | Sell |
20,960
-918
| -4% | -$19K | 0.09% | 54 |
|
|
2023
Q2 | $479K | Buy |
21,878
+344
| +2% | +$7.53K | 0.1% | 50 |
|
|
2023
Q1 | $451K | Buy |
21,534
+966
| +5% | +$20.3K | 0.1% | 49 |
|
|
2022
Q4 | $417K | Buy |
+20,568
| New | +$417K | 0.1% | 49 |
|
|
2022
Q2 | – | Sell |
-8,950
| Closed | -$212K | – | 88 |
|
|
2022
Q1 | $212K | Buy |
8,950
+234
| +3% | +$5.54K | 0.04% | 79 |
|
|
2021
Q4 | $223K | Sell |
8,716
-36
| -0.4% | -$921 | 0.04% | 75 |
|
|
2021
Q3 | $219K | Buy |
8,752
+76
| +0.9% | +$1.9K | 0.05% | 72 |
|
|
2021
Q2 | $226K | Buy |
8,676
+132
| +2% | +$3.44K | 0.05% | 71 |
|
|
2021
Q1 | $213K | Sell |
8,544
-860
| -9% | -$21.4K | 0.06% | 71 |
|
|
2020
Q4 | $209K | Sell |
9,404
-364
| -4% | -$8.09K | 0.09% | 62 |
|
|
2020
Q3 | $167K | Sell |
9,768
-6,704
| -41% | -$115K | 0.08% | 64 |
|
|
2020
Q2 | $269K | Sell |
16,472
-19,604
| -54% | -$320K | 0.14% | 44 |
|
|
2020
Q1 | $465K | Sell |
36,076
-1,792
| -5% | -$23.1K | 0.28% | 31 |
|
|
2019
Q4 | $716K | Buy |
+37,868
| New | +$716K | 0.45% | 25 |
|