Schwab Strategic Tr us aggregate b shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Meridian Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 17k | 23.47 |
| 2025-06-30 | $677k | 29k | 23.24 |
| 2025-03-31 | $689k | 30k | 23.16 |
| 2024-12-31 | $672k | 30k | 22.70 |
| 2024-09-30 | $703k | 15k | 47.52 |
| 2024-06-30 | $679k | 15k | 45.58 |
| 2024-03-31 | $691k | 15k | 46.00 |
| 2023-09-30 | $702k | 16k | 44.23 |
| 2023-06-30 | $736k | 16k | 46.16 |
| 2023-03-31 | $1.0M | 22k | 46.91 |
| 2022-12-31 | $988k | 22k | 45.65 |
| 2022-09-30 | $986k | 22k | 45.29 |
| 2022-06-30 | $1.0M | 22k | 47.87 |
| 2022-03-31 | $1.1M | 22k | 50.60 |
| 2021-12-31 | $1.1M | 21k | 53.92 |
| 2021-09-30 | $1.1M | 20k | 54.25 |
| 2021-06-30 | $1.0M | 19k | 54.60 |
| 2021-03-31 | $692k | 13k | 53.98 |
| 2020-12-31 | $717k | 13k | 56.07 |
| 2020-09-30 | $609k | 11k | 56.07 |
| 2020-06-30 | $471k | 8.4k | 56.27 |
| 2020-03-31 | $389k | 7.2k | 54.34 |
| 2019-12-31 | $315k | 5.9k | 53.40 |
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