Schwab U S Broad Market ETF shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 486k | 25.71 |
| 2025-06-30 | $12M | 483k | 23.83 |
| 2025-03-31 | $11M | 516k | 21.53 |
| 2024-12-31 | $12M | 517k | 22.70 |
| 2024-09-30 | $11M | 165k | 66.52 |
| 2023-12-31 | $6.2M | 111k | 55.67 |
| 2023-09-30 | $11M | 222k | 49.85 |
| 2023-06-30 | $5.8M | 113k | 51.70 |
| 2023-03-31 | $5.4M | 113k | 47.85 |
| 2022-12-31 | $4.9M | 109k | 44.81 |
| 2022-09-30 | $4.6M | 109k | 41.99 |
| 2022-06-30 | $5.6M | 127k | 44.19 |
| 2022-03-31 | $4.9M | 91k | 53.39 |
| 2021-12-31 | $5.1M | 46k | 113.02 |
| 2021-09-30 | $4.8M | 46k | 103.86 |
| 2021-06-30 | $4.7M | 45k | 104.27 |
| 2021-03-31 | $4.3M | 45k | 96.70 |
| 2020-12-31 | $5.3M | 58k | 90.98 |
| 2020-09-30 | $4.7M | 59k | 79.63 |
| 2020-06-30 | $4.8M | 65k | 73.46 |
| 2020-03-31 | $4.6M | 76k | 60.43 |
| 2019-12-31 | $7.2M | 93k | 76.87 |
| 2019-09-30 | $6.6M | 94k | 71.02 |
| 2019-06-30 | $66M | 94k | 705.31 |
| 2019-03-31 | $64M | 94k | 680.50 |
| 2018-12-31 | $5.8M | 97k | 59.93 |
| 2018-09-30 | $6.8M | 97k | 70.39 |
| 2018-06-30 | $6.6M | 100k | 65.99 |
| 2018-03-31 | $6.4M | 100k | 63.79 |
| 2017-12-31 | $6.8M | 110k | 61.56 |
| 2017-09-30 | $6.8M | 112k | 60.95 |
| 2017-06-30 | $7.1M | 121k | 58.46 |
| 2017-03-31 | $6.7M | 6.7M | 1.00 |
| 2016-12-31 | $5.7M | 105k | 54.18 |
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