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Meridian Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Meridian Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.1M Buy
937,426
+16,141
+2% +$452K 3.29% 11
2026
Q1 		$23.1M Buy
921,285
+25,847
+3% +$678K 3.17% 11
2025
Q4 		$23.5M Sell
895,438
-2,281
-0.3% -$59.4K 3.24% 11
2025
Q3 		$23.1M Buy
897,719
+16,226
+2% +$402K 3.18% 10
2025
Q2 		$21M Buy
881,493
+26,686
+3% +$588K 3.05% 10
2025
Q1 		$18.4M Sell
854,807
-22,634
-3% -$515K 2.94% 11
2024
Q4 		$19.9M Buy
877,441
+5,269
+0.6% +$120K 3.02% 9
2024
Q3 		$19.3M Buy
872,172
+19,479
+2% +$416K 3.01% 10
2024
Q2 		$17.9M Buy
852,693
+41,712
+5% +$845K 3.15% 8
2024
Q1 		$16.5M Sell
810,981
-228,639
-22% -$4.42M 2.98% 8
2023
Q4 		$19.3M Buy
1,039,620
+3,330
+0.3% +$57.5K 3.68% 7
2023
Q3 		$17.2M Buy
1,036,290
+42,462
+4% +$735K 3.59% 7
2023
Q2 		$17.1M Buy
993,828
+47,973
+5% +$782K 3.52% 7
2023
Q1 		$15.1M Buy
945,855
+27,378
+3% +$428K 3.28% 8
2022
Q4 		$13.7M Buy
918,477
+38,568
+4% +$580K 3.17% 10
2022
Q3 		$12.3M Buy
879,909
+16,863
+2% +$262K 3.08% 10
2022
Q2 		$12.7M Buy
863,046
+56,865
+7% +$913K 3.02% 10
2022
Q1 		$14.3M Sell
806,181
-15,039
-2% -$264K 3.02% 9
2021
Q4 		$15.5M Buy
821,220
+11,802
+1% +$217K 3.1% 9
2021
Q3 		$14M Buy
809,418
+17,208
+2% +$306K 3.03% 10
2021
Q2 		$13.8M Buy
792,210
+47,124
+6% +$798K 3.21% 8
2021
Q1 		$12M Buy
745,086
+16,284
+2% +$257K 3.61% 7
2020
Q4 		$11.1M Buy
728,802
+444
+0.1% +$6.32K 4.57% 7
2020
Q3 		$9.67M Sell
728,358
-924
-0.1% -$12.2K 4.88% 7
2020
Q2 		$8.93M Sell
729,282
-54,798
-7% -$632K 4.8% 7
2020
Q1 		$7.9M Sell
784,080
-41,910
-5% -$507K 4.7% 6
2019
Q4 		$10.6M Buy
+825,990
New +$10.1M 6.59% 5

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Meridian Wealth Partners's SCHB Position: Q2 2026 in Review

Meridian Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q2 2026, buying an estimated $452K and bringing the position to 937,426 shares worth $27.1M. The position accounts for 3.29% of the portfolio, ranked #11.

Meridian Wealth Partners first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Meridian Wealth Partners held 937,426 shares of Schwab US Broad Market ETF worth $27.1M as of Q2 2026.
  • Meridian Wealth Partners bought 16,141 Schwab US Broad Market ETF shares in Q2 2026, an estimated $452K.
  • Schwab US Broad Market ETF made up 3.29% of Meridian Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Meridian Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.