Meridian Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meridian Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Buy	35,975 +9	+0%	+$286	0.14%	43
2026 Q1	$1.1M	Buy	35,966 +434	+1%	+$13.2K	0.15%	40
2025 Q4	$975K	Sell	35,532 -13,806	-28%	-$375K	0.13%	42
2025 Q3	$1.35M	Sell	49,338 -18,624	-27%	-$508K	0.19%	37
2025 Q2	$1.8M	Buy	67,962 +2,143	+3%	+$56K	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%	-$94.6K	0.25%	33
2024 Q3	$1.8M	Sell	63,876 -1,299	-2%	-$35.4K	0.28%	32
2024 Q2	$1.69M	Sell	65,175 -1,221	-2%	-$31.8K	0.3%	30
2024 Q1	$1.78M	Buy	66,396 +21	+0%	+$543	0.32%	30
2023 Q4	$1.68M	Sell	66,375 -651	-1%	-$15.5K	0.32%	27
2023 Q3	$1.58M	Buy	67,026 +4,851	+8%	+$119K	0.33%	27
2023 Q2	$1.51M	Buy	62,175 +27	+0%	+$645	0.31%	25
2023 Q1	$1.52M	Buy	62,148 +9	+0%	+$225	0.33%	27
2022 Q4	$1.56M	Buy	62,139 +42	+0.1%	+$1.04K	0.36%	25
2022 Q3	$1.38M	Buy	62,097 +42	+0.1%	+$1.02K	0.34%	25
2022 Q2	$1.48M	Buy	62,055 +42	+0.1%	+$1.07K	0.35%	26
2022 Q1	$1.63M	Sell	62,013 -33	-0.1%	-$864	0.34%	26
2021 Q4	$1.67M	Sell	62,046 -183	-0.3%	-$4.75K	0.34%	26
2021 Q3	$1.54M	Buy	62,229 +7,293	+13%	+$185K	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%	-$6.14K	0.29%	30
2020 Q4	$852K	Buy	39,861 +39	+0.1%	+$791	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%	-$20.3K	0.37%	24
2020 Q1	$617K	Sell	41,172 -2,391	-5%	-$42.9K	0.37%	25
2019 Q4	$841K	Buy	+43,563	New	+$816K	0.52%	20

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Meridian Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, buying an estimated $286 and bringing the position to 35,975 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #43.

Meridian Wealth Partners first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.84M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Meridian Wealth Partners held 35,975 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q2 2026.
Meridian Wealth Partners bought 9 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286.
Schwab US Dividend Equity ETF made up 0.14% of Meridian Wealth Partners's portfolio in Q2 2026, its #43 holding.
Meridian Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Meridian Wealth Partners's Schwab US Dividend Equity ETF position peaked at $1.84M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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