Meridian Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Sell |
|
|||||
|
2025
Q2 | $677K | Sell |
|
|||||
|
2025
Q1 | $689K | Buy |
|
|||||
|
2024
Q4 | $672K | Buy |
|
|||||
|
2024
Q3 | $703K | Sell |
|
|||||
|
2024
Q2 | $679K | Sell |
|
|||||
|
2024
Q1 | $691K | Sell |
|
|||||
|
2023
Q4 | $709K | Sell |
|
|||||
|
2023
Q3 | $701K | Sell |
|
|||||
|
2023
Q2 | $736K | Sell |
|
|||||
|
2023
Q1 | $1.03M | Buy |
|
|||||
|
2022
Q4 | $988K | Sell |
|
|||||
|
2022
Q3 | $986K | Buy |
|
|||||
|
2022
Q2 | $1.04M | Buy |
|
|||||
|
2022
Q1 | $1.09M | Buy |
|
|||||
|
2021
Q4 | $1.15M | Buy |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $1.03M | Buy |
|
|||||
|
2021
Q1 | $692K | Buy |
|
|||||
|
2020
Q4 | $717K | Buy |
|
|||||
|
2020
Q3 | $609K | Buy |
|
|||||
|
2020
Q2 | $471K | Buy |
|
|||||
|
2020
Q1 | $389K | Buy |
|
|||||
|
2019
Q4 | $315K | Buy |
|