Schwab U S Small Cap ETF shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 234k | 27.90 |
| 2025-06-30 | $6.3M | 248k | 25.30 |
| 2025-03-31 | $6.5M | 278k | 23.43 |
| 2024-12-31 | $9.9M | 384k | 25.86 |
| 2024-09-30 | $11M | 218k | 51.50 |
| 2023-12-31 | $11M | 224k | 47.24 |
| 2023-09-30 | $9.4M | 227k | 41.42 |
| 2023-06-30 | $4.7M | 106k | 43.80 |
| 2023-03-31 | $4.5M | 107k | 41.93 |
| 2022-12-31 | $4.3M | 106k | 40.51 |
| 2022-09-30 | $4.0M | 106k | 37.80 |
| 2022-06-30 | $6.0M | 153k | 38.99 |
| 2022-03-31 | $1.6M | 35k | 47.35 |
| 2021-12-31 | $1.7M | 16k | 102.41 |
| 2021-09-30 | $1.7M | 17k | 100.11 |
| 2021-06-30 | $1.7M | 17k | 104.15 |
| 2021-03-31 | $1.7M | 17k | 99.68 |
| 2020-12-31 | $1.6M | 18k | 88.99 |
| 2020-09-30 | $1.2M | 17k | 68.28 |
| 2020-06-30 | $1.2M | 19k | 65.29 |
| 2020-03-31 | $1.5M | 28k | 51.49 |
| 2019-12-31 | $2.1M | 28k | 75.63 |
| 2019-09-30 | $1.9M | 28k | 69.72 |
| 2019-06-30 | $20M | 28k | 714.81 |
| 2019-03-31 | $21M | 29k | 699.30 |
| 2018-12-31 | $1.8M | 30k | 60.69 |
| 2018-09-30 | $2.6M | 34k | 76.17 |
| 2018-06-30 | $2.4M | 33k | 73.57 |
| 2018-03-31 | $2.3M | 34k | 69.12 |
| 2017-12-31 | $2.6M | 37k | 69.02 |
| 2017-09-30 | $2.4M | 35k | 67.71 |
| 2017-06-30 | $5.3M | 83k | 63.91 |
| 2017-03-31 | $5.6M | 5.6M | 1.00 |
| 2016-12-31 | $5.5M | 90k | 61.48 |
More positions owned by Meridian Wealth Management
View all positions for Meridian Wealth Management