Meridian Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Buy	13,200 +38	+0.3%	+$951	0.05%	88
2025 Q1	$327K	Buy	13,162 +7	+0.1%	+$174	0.05%	80
2024 Q4	$320K	Sell	13,155 -755	-5%	-$18.3K	0.05%	84
2024 Q3	$352K	Buy	+13,910	New	+$352K	0.05%	77