Meridian Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
67,962
+2,143
| +3% | +$56.8K | 0.26% | 34 |
|
|
2025
Q1 | $1.84M | Buy |
65,819
+5,270
| +9% | +$147K | 0.29% | 30 |
|
|
2024
Q4 | $1.65M | Sell |
60,549
-3,327
| -5% | -$90.9K | 0.25% | 33 |
|
|
2024
Q3 | $1.8M | Sell |
63,876
-1,299
| -2% | -$36.6K | 0.28% | 32 |
|
|
2024
Q2 | $1.69M | Sell |
65,175
-1,221
| -2% | -$31.6K | 0.3% | 30 |
|
|
2024
Q1 | $1.78M | Buy |
66,396
+21
| +0% | +$564 | 0.32% | 30 |
|
|
2023
Q4 | $1.68M | Sell |
66,375
-651
| -1% | -$16.5K | 0.32% | 27 |
|
|
2023
Q3 | $1.58M | Buy |
67,026
+4,851
| +8% | +$114K | 0.33% | 27 |
|
|
2023
Q2 | $1.51M | Buy |
62,175
+27
| +0% | +$654 | 0.31% | 25 |
|
|
2023
Q1 | $1.52M | Buy |
62,148
+9
| +0% | +$219 | 0.33% | 27 |
|
|
2022
Q4 | $1.56M | Buy |
62,139
+42
| +0.1% | +$1.06K | 0.36% | 25 |
|
|
2022
Q3 | $1.38M | Buy |
62,097
+42
| +0.1% | +$930 | 0.34% | 25 |
|
|
2022
Q2 | $1.48M | Buy |
62,055
+42
| +0.1% | +$1K | 0.35% | 26 |
|
|
2022
Q1 | $1.63M | Sell |
62,013
-33
| -0.1% | -$868 | 0.34% | 26 |
|
|
2021
Q4 | $1.67M | Sell |
62,046
-183
| -0.3% | -$4.93K | 0.34% | 26 |
|
|
2021
Q3 | $1.54M | Buy |
62,229
+7,293
| +13% | +$180K | 0.33% | 26 |
|
|
2021
Q2 | $1.39M | Buy |
54,936
+15,345
| +39% | +$387K | 0.32% | 24 |
|
|
2021
Q1 | $962K | Sell |
39,591
-270
| -0.7% | -$6.56K | 0.29% | 30 |
|
|
2020
Q4 | $852K | Buy |
39,861
+39
| +0.1% | +$834 | 0.35% | 25 |
|
|
2020
Q3 | $734K | Sell |
39,822
-147
| -0.4% | -$2.71K | 0.37% | 24 |
|
|
2020
Q2 | $689K | Sell |
39,969
-1,203
| -3% | -$20.7K | 0.37% | 24 |
|
|
2020
Q1 | $617K | Sell |
41,172
-2,391
| -5% | -$35.8K | 0.37% | 25 |
|
|
2019
Q4 | $841K | Buy |
+43,563
| New | +$841K | 0.52% | 20 |
|