MWP
SCHW

Meridian Wealth Partners’s Charles Schwab SCHW Stock Holding History

Meridian Wealth Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-392
Closed -$25K – 1035
2021
Q1 		$25K Buy
+392
New +$23.8K 0.01% 255

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State Street
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JP Morgan Chase
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Massachusetts Financial Services
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Primecap Management
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Geode Capital Management
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Meridian Wealth Partners's SCHW Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Charles Schwab (SCHW) in Q2 2021, closing a stake of 392 shares — an estimated $25K sold.

Meridian Wealth Partners first reported a position in SCHW in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 1,339 funds tracked by Wall St. Rank hold SCHW as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Charles Schwab position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 392 Charles Schwab shares in Q2 2021, an estimated $25K.
  • Meridian Wealth Partners first reported a position in Charles Schwab in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Charles Schwab position peaked at $25K in Q1 2021.
  • 1,339 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2021.

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