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Schwab Strategic Tr intrm trm shares owned by Meridian Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Meridian Wealth Partners from 13F filings

Historical chart of Meridian Wealth Partners investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 13k 25.13
2025-06-30 $330k 13k 25.03
2025-03-31 $327k 13k 24.86
2024-12-31 $320k 13k 24.29
2024-09-30 $352k 7.0k 50.60

More positions owned by Meridian Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Meridian Wealth Partners

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm