SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,521 Value ($000) $652 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 5,135 Value ($000) $490 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,069 Value ($000) $462 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 6,192 Value ($000) $485 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,056 Value ($000) $448 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 9,815 Value ($000) $636 Avg Close $64.56 Range $59.83 - $75.21
Q4 2023
Shares 9,762 Value ($000) $672 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 13,470 Value ($000) $739 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 6,436 Value ($000) $365 Avg Close $50.45 Range $43.84 - $55.82
Q4 2022
Shares 4,980 Value ($000) $415 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 9,707 Value ($000) $698 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 9,638 Value ($000) $609 Avg Close $65.53 Range $56.48 - $81.20
Q2 2019
Shares 2,190 Value ($000) $880 Avg Close $39.68 Range $34.96 - $42.48