Schwab Strategic Tr shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 52k | 25.61 |
| 2025-06-30 | $1.4M | 57k | 25.18 |
| 2025-03-31 | $1.5M | 57k | 25.37 |
| 2024-12-31 | $1.4M | 55k | 25.68 |
| 2024-09-30 | $419k | 8.0k | 52.53 |
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