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

Meridian Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105M Buy
3,567,346
+66,906
+2% +$1.91M 12.71% 1
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 6.84% 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 12.01% 2

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Meridian Wealth Partners's SCHX Position: Q2 2026 in Review

Meridian Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, buying an estimated $1.91M and bringing the position to 3,567,346 shares worth $105M. The position accounts for 12.71% of the portfolio, ranked #1.

Meridian Wealth Partners first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Meridian Wealth Partners held 3,567,346 shares of Schwab US Large- Cap ETF worth $105M as of Q2 2026.
  • Meridian Wealth Partners bought 66,906 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.91M.
  • Schwab US Large- Cap ETF made up 12.71% of Meridian Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Meridian Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.