Meridian Wealth Management, LLC SCHA Holdings History
Meridian Wealth Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Meridian Wealth Management, LLC held 277,791.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.51 Mil. This investment constitutes 0.32% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 9 purchases of SCHA, at an average price of $31.70, for a total of 747,216.00 shares. In addition, there have been 18 sales at an average price of $38.08 for 469,425.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Meridian Wealth Management, LLC's estimated gain on his SCHA holdings is $1.47 Mil, reflecting a 6.19% gain to date.
Meridian Wealth Management, LLC SCHA ($26.20) Holding Chart
Meridian Wealth Management, LLC SCHA ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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