Meridian Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Sell |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $852K | Buy |
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|
2020
Q3 | $734K | Sell |
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|
2020
Q2 | $689K | Sell |
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|
2020
Q1 | $617K | Sell |
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|
2019
Q4 | $841K | Buy |
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