SCHWAB STRATEGIC TR

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

Meridian Financial Advisors, LLC's Holding History (CIK: 0002032629)

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

Q4 2025
Shares 13,839 Value ($000) $416 Avg Close — Range —
Q3 2025
Shares 14,153 Value ($000) $419 Avg Close — Range —
Q2 2025
Shares 15,550 Value ($000) $436 Avg Close — Range —
Q1 2025
Shares 21,097 Value ($000) $553 Avg Close — Range —
Q4 2024
Shares 21,675 Value ($000) $601 Avg Close — Range —
Q3 2024
Shares 7,342 Value ($000) $609 Avg Close — Range —
Q2 2024
Shares 7,541 Value ($000) $587 Avg Close — Range —
Q1 2024
Shares 8,331 Value ($000) $678 Avg Close — Range —
Q4 2023
Shares 8,304 Value ($000) $625 Avg Close — Range —
Q3 2023
Shares 8,452 Value ($000) $572 Avg Close — Range —
Q2 2023
Shares 8,337 Value ($000) $592 Avg Close — Range —
Q1 2023
Shares 8,184 Value ($000) $555 Avg Close — Range —
Q4 2022
Shares 7,891 Value ($000) $518 Avg Close — Range —
Q3 2022
Shares 7,816 Value ($000) $473 Avg Close — Range —
Q2 2022
Shares 7,475 Value ($000) $469 Avg Close — Range —
Q1 2022
Shares 6,975 Value ($000) $529 Avg Close — Range —
Q4 2021
Shares 6,975 Value ($000) $561 Avg Close — Range —