Schwab U S Small Cap ETF shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Meridian Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 17k | 27.90 |
| 2025-06-30 | $434k | 17k | 25.30 |
| 2025-03-31 | $388k | 17k | 23.43 |
| 2024-12-31 | $504k | 20k | 25.86 |
| 2024-09-30 | $506k | 9.8k | 51.50 |
| 2024-06-30 | $489k | 10k | 47.45 |
| 2024-03-31 | $539k | 11k | 49.24 |
| 2023-09-30 | $434k | 11k | 41.42 |
| 2023-06-30 | $479k | 11k | 43.80 |
| 2023-03-31 | $452k | 11k | 41.93 |
| 2022-12-31 | $417k | 10k | 40.51 |
| 2022-03-31 | $212k | 4.5k | 47.37 |
| 2021-12-31 | $223k | 2.2k | 102.34 |
| 2021-09-30 | $219k | 2.2k | 100.09 |
| 2021-06-30 | $226k | 2.2k | 104.20 |
| 2021-03-31 | $213k | 2.1k | 99.72 |
| 2020-12-31 | $209k | 2.4k | 88.90 |
| 2020-09-30 | $167k | 2.4k | 68.39 |
| 2020-06-30 | $269k | 4.1k | 65.32 |
| 2020-03-31 | $465k | 9.0k | 51.56 |
| 2019-12-31 | $716k | 9.5k | 75.63 |