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Schwab Strategic Tr 1 5yr corp bd shares owned by Meridian Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Meridian Wealth Management from 13F filings

Historical chart of Meridian Wealth Management investment in Schwab Strategic Tr 1 5yr corp bd

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 146k 49.61
2023-12-31 $2.1M 44k 48.38

More positions owned by Meridian Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Meridian Wealth Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Bank of America Corporation
Cetera Investment Advisers
TAP Consulting
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Jane Street
Hm Payson & Co
National Asset Management
AlphaStar Capital Management

View all funds holding Schwab Strategic Tr 1 5yr corp bd