SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 3,405,743 Value ($000) $91,649 Avg Close — Range —
Q3 2025
Shares 3,414,766 Value ($000) $89,945 Avg Close — Range —
Q2 2025
Shares 2,949,522 Value ($000) $72,086 Avg Close — Range —
Q1 2025
Shares 2,940,932 Value ($000) $64,936 Avg Close — Range —
Q4 2024
Shares 2,992,754 Value ($000) $69,372 Avg Close — Range —
Q3 2024
Shares 993,643 Value ($000) $67,419 Avg Close — Range —
Q2 2024
Shares 1,048,024 Value ($000) $67,336 Avg Close — Range —
Q1 2024
Shares 1,055,878 Value ($000) $65,528 Avg Close — Range —
Q4 2023
Shares 1,052,104 Value ($000) $59,339 Avg Close — Range —
Q3 2023
Shares 1,059,541 Value ($000) $53,613 Avg Close — Range —
Q2 2023
Shares 1,051,682 Value ($000) $55,077 Avg Close — Range —
Q1 2023
Shares 1,032,700 Value ($000) $49,952 Avg Close — Range —
Q4 2022
Shares 1,076,748 Value ($000) $48,615 Avg Close — Range —
Q3 2022
Shares 1,054,419 Value ($000) $44,655 Avg Close — Range —
Q2 2022
Shares 569,483 Value ($000) $25,433 Avg Close — Range —
Q1 2022
Shares 559,872 Value ($000) $30,149 Avg Close — Range —
Q4 2021
Shares 230,980 Value ($000) $26,290 Avg Close — Range —
Q3 2021
Shares 231,573 Value ($000) $24,091 Avg Close — Range —
Q2 2021
Shares 233,341 Value ($000) $24,260 Avg Close — Range —
Q1 2021
Shares 237,223 Value ($000) $22,781 Avg Close — Range —
Q4 2020
Shares 260,634 Value ($000) $23,705 Avg Close — Range —
Q3 2020
Shares 258,849 Value ($000) $20,871 Avg Close — Range —
Q2 2020
Shares 248,499 Value ($000) $18,414 Avg Close — Range —
Q1 2020
Shares 249,486 Value ($000) $15,281 Avg Close — Range —
Q4 2019
Shares 250,999 Value ($000) $19,279 Avg Close — Range —