Schwab U S Large Cap Growth ETF shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 828k | 31.91 |
| 2025-06-30 | $25M | 854k | 29.21 |
| 2025-03-31 | $22M | 896k | 25.04 |
| 2024-12-31 | $27M | 967k | 27.87 |
| 2024-09-30 | $25M | 237k | 104.18 |
| 2023-12-31 | $11M | 135k | 82.93 |
| 2023-09-30 | $20M | 274k | 72.71 |
| 2023-06-30 | $9.1M | 121k | 74.93 |
| 2023-03-31 | $7.6M | 116k | 65.17 |
| 2022-12-31 | $6.4M | 115k | 55.57 |
| 2022-09-30 | $6.4M | 115k | 55.83 |
| 2022-06-30 | $12M | 190k | 61.14 |
| 2022-03-31 | $2.1M | 28k | 74.82 |
| 2021-12-31 | $2.3M | 14k | 163.72 |
| 2021-09-30 | $2.1M | 14k | 148.11 |
| 2021-06-30 | $2.0M | 14k | 145.98 |
| 2021-03-31 | $1.7M | 13k | 129.76 |
| 2020-12-31 | $1.7M | 14k | 128.36 |
| 2020-09-30 | $1.4M | 12k | 115.10 |
| 2020-06-30 | $1.3M | 13k | 101.47 |
| 2020-03-31 | $1.1M | 13k | 79.62 |
| 2019-12-31 | $1.2M | 13k | 92.85 |
| 2019-09-30 | $1.1M | 13k | 84.02 |
| 2019-06-30 | $11M | 13k | 832.18 |
| 2019-03-31 | $1.0M | 13k | 79.43 |
| 2018-12-31 | $884k | 13k | 68.90 |
| 2018-09-30 | $917k | 11k | 82.05 |
| 2018-06-30 | $786k | 10k | 75.74 |
| 2018-03-31 | $600k | 8.4k | 71.75 |
| 2017-12-31 | $533k | 7.5k | 70.95 |
| 2017-09-30 | $567k | 8.6k | 66.15 |
| 2017-06-30 | $481k | 7.6k | 63.19 |
| 2017-03-31 | $466k | 7.7k | 60.44 |
| 2016-12-31 | $329k | 5.9k | 55.80 |
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