SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 242,388 Value ($000) $7,289 Avg Close — Range —
Q3 2025
Shares 265,513 Value ($000) $7,870 Avg Close — Range —
Q2 2025
Shares 272,675 Value ($000) $7,649 Avg Close — Range —
Q1 2025
Shares 264,817 Value ($000) $6,938 Avg Close — Range —
Q4 2024
Shares 272,555 Value ($000) $7,553 Avg Close — Range —
Q3 2024
Shares 91,769 Value ($000) $7,625 Avg Close — Range —
Q2 2024
Shares 96,278 Value ($000) $7,493 Avg Close — Range —
Q1 2024
Shares 96,209 Value ($000) $7,834 Avg Close — Range —
Q4 2023
Shares 97,267 Value ($000) $7,326 Avg Close — Range —
Q3 2023
Shares 98,316 Value ($000) $6,654 Avg Close — Range —
Q2 2023
Shares 99,597 Value ($000) $7,074 Avg Close — Range —
Q1 2023
Shares 101,418 Value ($000) $6,881 Avg Close — Range —
Q4 2022
Shares 102,582 Value ($000) $6,730 Avg Close — Range —
Q3 2022
Shares 103,287 Value ($000) $6,252 Avg Close — Range —
Q2 2022
Shares 105,212 Value ($000) $6,600 Avg Close — Range —
Q1 2022
Shares 114,027 Value ($000) $8,649 Avg Close — Range —
Q4 2021
Shares 114,999 Value ($000) $9,249 Avg Close — Range —
Q3 2021
Shares 118,517 Value ($000) $9,086 Avg Close — Range —
Q2 2021
Shares 119,034 Value ($000) $9,317 Avg Close — Range —
Q1 2021
Shares 121,838 Value ($000) $9,068 Avg Close — Range —
Q4 2020
Shares 127,201 Value ($000) $8,673 Avg Close — Range —
Q3 2020
Shares 128,632 Value ($000) $7,137 Avg Close — Range —
Q2 2020
Shares 132,135 Value ($000) $6,953 Avg Close — Range —
Q1 2020
Shares 139,284 Value ($000) $5,872 Avg Close — Range —
Q4 2019
Shares 137,087 Value ($000) $8,246 Avg Close — Range —