SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Meridian Wealth Partners, LLC's Holding History (CIK: 0001781942)

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

Q4 2025
Shares 895,438 Value ($000) $23,487 Avg Close — Range —
Q3 2025
Shares 897,719 Value ($000) $23,080 Avg Close — Range —
Q2 2025
Shares 881,493 Value ($000) $21,006 Avg Close — Range —
Q1 2025
Shares 854,807 Value ($000) $18,404 Avg Close — Range —
Q4 2024
Shares 877,441 Value ($000) $19,918 Avg Close — Range —
Q3 2024
Shares 290,724 Value ($000) $19,339 Avg Close — Range —
Q2 2024
Shares 284,231 Value ($000) $17,870 Avg Close — Range —
Q1 2024
Shares 270,327 Value ($000) $16,503 Avg Close — Range —
Q4 2023
Shares 346,540 Value ($000) $19,292 Avg Close — Range —
Q3 2023
Shares 345,430 Value ($000) $17,220 Avg Close — Range —
Q2 2023
Shares 331,276 Value ($000) $17,127 Avg Close — Range —
Q1 2023
Shares 315,285 Value ($000) $15,086 Avg Close — Range —
Q4 2022
Shares 306,159 Value ($000) $13,719 Avg Close — Range —
Q3 2022
Shares 293,303 Value ($000) $12,316 Avg Close — Range —
Q2 2022
Shares 287,682 Value ($000) $12,713 Avg Close — Range —
Q1 2022
Shares 268,727 Value ($000) $14,347 Avg Close — Range —
Q4 2021
Shares 136,870 Value ($000) $15,468 Avg Close — Range —
Q3 2021
Shares 134,903 Value ($000) $14,011 Avg Close — Range —
Q2 2021
Shares 132,035 Value ($000) $13,767 Avg Close — Range —
Q1 2021
Shares 124,181 Value ($000) $12,010 Avg Close — Range —
Q4 2020
Shares 121,467 Value ($000) $11,052 Avg Close — Range —
Q3 2020
Shares 121,393 Value ($000) $9,668 Avg Close — Range —
Q2 2020
Shares 121,547 Value ($000) $8,930 Avg Close — Range —
Q1 2020
Shares 130,680 Value ($000) $7,897 Avg Close — Range —
Q4 2019
Shares 137,665 Value ($000) $10,584 Avg Close — Range —