MWP
SCHV

Meridian Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Meridian Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,560
Closed -$34K – 1036
2021
Q1 		$34K Hold
1,560
– – 0.01% 199
2020
Q4 		$31K Hold
1,560
– – 0.01% 172
2020
Q3 		$27K Hold
1,560
– – 0.01% 176
2020
Q2 		$26K Buy
+1,560
New +$25.5K 0.01% 175
2020
Q1 		– Sell
-1,881
Closed -$38K – 211
2019
Q4 		$38K Buy
+1,881
New +$36.4K 0.02% 148

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MG
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Osaic Holdings
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Wealth Enhancement Advisory Services
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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Ameriprise
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SEI Investments
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Meridian Wealth Partners's SCHV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 1,560 shares — an estimated $34K sold.

Meridian Wealth Partners first reported a position in SCHV in Q4 2019 and held it in 5 quarters. The position peaked at $38K in Q4 2019. 562 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,560 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $34K.
  • Meridian Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 5 quarters.
  • Meridian Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $38K in Q4 2019.
  • 562 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.