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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meridian Wealth Partners's SCHD Position: Q1 2026 in Review

Meridian Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q1 2026, buying an estimated $13.2K and bringing the position to 35,966 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #40.

Meridian Wealth Partners first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.84M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Meridian Wealth Partners held 35,966 shares of Schwab US Dividend Equity ETF worth $1.1M as of Q1 2026.
Meridian Wealth Partners bought 434 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $13.2K.
Schwab US Dividend Equity ETF made up 0.15% of Meridian Wealth Partners's portfolio in Q1 2026, its #40 holding.
Meridian Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
Meridian Wealth Partners's Schwab US Dividend Equity ETF position peaked at $1.84M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.