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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,329	Closed	-$335K	–	116
2025 Q3	$335K	Buy	13,329 +129	+1%	+$3.22K	0.05%	82
2025 Q2	$330K	Buy	13,200 +38	+0.3%	+$942	0.05%	88
2025 Q1	$327K	Buy	13,162 +7	+0.1%	+$171	0.05%	80
2024 Q4	$320K	Sell	13,155 -755	-5%	-$18.6K	0.05%	84
2024 Q3	$352K	Buy	+13,910	New	+$348K	0.05%	77

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Meridian Wealth Partners's SCHR Position: Q4 2025 in Review

Meridian Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 13,329 shares — an estimated $335K sold.

Meridian Wealth Partners first reported a position in SCHR in Q3 2024 and held it in 5 quarters. The position peaked at $352K in Q3 2024. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Meridian Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Partners sold 13,329 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $335K.
Meridian Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and held it in 5 quarters.
Meridian Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $352K in Q3 2024.
483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Meridian Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.