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
2026 Q1	$89.8M	Buy	3,500,440 +94,697	+3%	+$2.54M	12.32%	3
2025 Q4	$91.6M	Sell	3,405,743 -9,023	-0.3%	-$241K	12.63%	2
2025 Q3	$89.9M	Buy	3,414,766 +465,244	+16%	+$11.8M	12.38%	2
2025 Q2	$72.1M	Buy	2,949,522 +8,590	+0.3%	+$194K	10.45%	4
2025 Q1	$64.9M	Sell	2,940,932 -51,822	-2%	-$1.21M	10.36%	4
2024 Q4	$69.4M	Buy	2,992,754 +11,825	+0.4%	+$276K	10.52%	4
2024 Q3	$67.4M	Sell	2,980,929 -163,143	-5%	-$3.55M	10.49%	4
2024 Q2	$67.3M	Sell	3,144,072 -23,562	-0.7%	-$487K	11.89%	3
2024 Q1	$65.5M	Buy	3,167,634 +11,322	+0.4%	+$223K	11.83%	3
2023 Q4	$59.3M	Sell	3,156,312 -22,311	-0.7%	-$392K	11.33%	3
2023 Q3	$53.6M	Buy	3,178,623 +23,577	+0.7%	+$414K	11.16%	3
2023 Q2	$55.1M	Buy	3,155,046 +56,946	+2%	+$940K	11.31%	3
2023 Q1	$50M	Sell	3,098,100 -132,144	-4%	-$2.08M	10.88%	3
2022 Q4	$48.6M	Buy	3,230,244 +66,987	+2%	+$1.01M	11.25%	3
2022 Q3	$44.7M	Buy	3,163,257 +1,454,808	+85%	+$22.8M	11.18%	2
2022 Q2	$25.4M	Buy	1,708,449 +28,833	+2%	+$467K	6.04%	5
2022 Q1	$30.1M	Buy	1,679,616 +293,736	+21%	+$5.2M	6.34%	4
2021 Q4	$26.3M	Sell	1,385,880 -3,558	-0.3%	-$65.7K	5.27%	6
2021 Q3	$24.1M	Sell	1,389,438 -10,608	-0.8%	-$189K	5.21%	6
2021 Q2	$24.3M	Sell	1,400,046 -23,292	-2%	-$393K	5.66%	5
2021 Q1	$22.8M	Sell	1,423,338 -140,466	-9%	-$2.2M	6.85%	4
2020 Q4	$23.7M	Buy	1,563,804 +10,710	+0.7%	+$153K	9.79%	3
2020 Q3	$20.9M	Buy	1,553,094 +62,100	+4%	+$825K	10.52%	4
2020 Q2	$18.4M	Sell	1,490,994 -5,922	-0.4%	-$69K	9.9%	4
2020 Q1	$15.3M	Sell	1,496,916 -9,078	-0.6%	-$110K	9.09%	4
2019 Q4	$19.3M	Buy	+1,505,994	New	+$18.5M	12.03%	2