Meridian Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
881,493
+26,686
| +3% | +$636K | 3.05% | 10 |
|
|
2025
Q1 | $18.4M | Sell |
854,807
-22,634
| -3% | -$487K | 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% | +$432K | 3.01% | 10 |
|
|
2024
Q2 | $17.9M | Buy |
852,693
+41,712
| +5% | +$874K | 3.15% | 8 |
|
|
2024
Q1 | $16.5M | Sell |
810,981
-228,639
| -22% | -$4.65M | 2.98% | 8 |
|
|
2023
Q4 | $19.3M | Buy |
1,039,620
+3,330
| +0.3% | +$61.8K | 3.68% | 7 |
|
|
2023
Q3 | $17.2M | Buy |
1,036,290
+42,462
| +4% | +$706K | 3.59% | 7 |
|
|
2023
Q2 | $17.1M | Buy |
993,828
+47,973
| +5% | +$827K | 3.52% | 7 |
|
|
2023
Q1 | $15.1M | Buy |
945,855
+27,378
| +3% | +$437K | 3.28% | 8 |
|
|
2022
Q4 | $13.7M | Buy |
918,477
+38,568
| +4% | +$576K | 3.17% | 10 |
|
|
2022
Q3 | $12.3M | Buy |
879,909
+16,863
| +2% | +$236K | 3.08% | 10 |
|
|
2022
Q2 | $12.7M | Buy |
863,046
+56,865
| +7% | +$838K | 3.02% | 10 |
|
|
2022
Q1 | $14.3M | Sell |
806,181
-15,039
| -2% | -$268K | 3.02% | 9 |
|
|
2021
Q4 | $15.5M | Buy |
821,220
+11,802
| +1% | +$222K | 3.1% | 9 |
|
|
2021
Q3 | $14M | Buy |
809,418
+17,208
| +2% | +$298K | 3.03% | 10 |
|
|
2021
Q2 | $13.8M | Buy |
792,210
+47,124
| +6% | +$819K | 3.21% | 8 |
|
|
2021
Q1 | $12M | Buy |
745,086
+16,284
| +2% | +$262K | 3.61% | 7 |
|
|
2020
Q4 | $11.1M | Buy |
728,802
+444
| +0.1% | +$6.73K | 4.57% | 7 |
|
|
2020
Q3 | $9.67M | Sell |
728,358
-924
| -0.1% | -$12.3K | 4.88% | 7 |
|
|
2020
Q2 | $8.93M | Sell |
729,282
-54,798
| -7% | -$671K | 4.8% | 7 |
|
|
2020
Q1 | $7.9M | Sell |
784,080
-41,910
| -5% | -$422K | 4.7% | 6 |
|
|
2019
Q4 | $10.6M | Buy |
+825,990
| New | +$10.6M | 6.59% | 5 |
|