Schwab U S Broad Market ETF shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 898k | 25.71 |
| 2025-06-30 | $21M | 882k | 23.83 |
| 2025-03-31 | $18M | 855k | 21.53 |
| 2024-12-31 | $20M | 877k | 22.70 |
| 2024-09-30 | $19M | 291k | 66.52 |
| 2024-06-30 | $18M | 284k | 62.87 |
| 2024-03-31 | $17M | 270k | 61.05 |
| 2023-09-30 | $17M | 345k | 49.85 |
| 2023-06-30 | $17M | 331k | 51.70 |
| 2023-03-31 | $15M | 315k | 47.85 |
| 2022-12-31 | $14M | 306k | 44.81 |
| 2022-09-30 | $12M | 293k | 41.99 |
| 2022-06-30 | $13M | 288k | 44.19 |
| 2022-03-31 | $14M | 269k | 53.39 |
| 2021-12-31 | $16M | 137k | 113.01 |
| 2021-09-30 | $14M | 135k | 103.86 |
| 2021-06-30 | $14M | 132k | 104.27 |
| 2021-03-31 | $12M | 124k | 96.71 |
| 2020-12-31 | $11M | 122k | 90.99 |
| 2020-09-30 | $9.7M | 121k | 79.64 |
| 2020-06-30 | $8.9M | 122k | 73.47 |
| 2020-03-31 | $7.9M | 131k | 60.43 |
| 2019-12-31 | $11M | 138k | 76.88 |