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Schwab 1000 Index Etf etf shares owned by Meridian Wealth Management

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Meridian Wealth Management from 13F filings

Historical chart of Meridian Wealth Management investment in Schwab 1000 Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab 1000 Index Etf etf 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 1000 Index Etf etf by Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $241k 5.2k 46.06
2023-09-30 $431k 10k 41.30
2023-06-30 $223k 5.2k 42.79
2023-03-31 $205k 5.2k 39.55
2022-03-31 $214k 4.9k 44.11
2021-12-31 $225k 4.8k 46.51
2021-09-30 $205k 4.8k 42.52
2021-06-30 $205k 4.8k 42.56
2019-12-31 $201k 6.4k 31.45
2019-06-30 $1.9M 6.6k 288.64
2019-03-31 $1.8M 6.6k 278.25