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Schwab Strategic Tr us dividend eq shares owned by Meridian Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Meridian Wealth Partners from 13F filings

Historical chart of Meridian Wealth Partners investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 22k 70.76
2023-06-30 $1.5M 21k 72.62
2023-03-31 $1.5M 21k 73.16
2022-12-31 $1.6M 21k 75.54
2022-09-30 $1.4M 21k 66.43
2022-06-30 $1.5M 21k 71.65
2022-03-31 $1.6M 21k 78.90
2021-12-31 $1.7M 21k 80.84
2021-09-30 $1.5M 21k 74.24
2021-06-30 $1.4M 18k 75.63
2021-03-31 $962k 13k 72.90
2020-12-31 $852k 13k 64.12
2020-09-30 $734k 13k 55.30
2020-06-30 $689k 13k 51.72
2020-03-31 $617k 14k 44.96
2019-12-31 $841k 15k 57.92