Meridian Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.9M | Buy |
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|
2025
Q2 | $72.1M | Buy |
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|
2025
Q1 | $64.9M | Sell |
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|
2024
Q4 | $69.4M | Buy |
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|
2024
Q3 | $67.4M | Sell |
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|
2024
Q2 | $67.3M | Sell |
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|
2024
Q1 | $65.5M | Buy |
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|
2023
Q4 | $59.3M | Sell |
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|
2023
Q3 | $53.6M | Buy |
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|
2023
Q2 | $55.1M | Buy |
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|
2023
Q1 | $50M | Sell |
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|
2022
Q4 | $48.6M | Buy |
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|
2022
Q3 | $44.7M | Buy |
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|
2022
Q2 | $25.4M | Buy |
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|
2022
Q1 | $30.1M | Buy |
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|
2021
Q4 | $26.3M | Sell |
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|
2021
Q3 | $24.1M | Sell |
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|
2021
Q2 | $24.3M | Sell |
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|
2021
Q1 | $22.8M | Sell |
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|
2020
Q4 | $23.7M | Buy |
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|
2020
Q3 | $20.9M | Buy |
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|
2020
Q2 | $18.4M | Sell |
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|
2020
Q1 | $15.3M | Sell |
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|
2019
Q4 | $19.3M | Buy |
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