SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2025
Shares 294,657 Value ($000) $7,337 Avg Close Range
Q3 2025
Shares 395,852 Value ($000) $9,875 Avg Close Range
Q2 2025
Shares 372,585 Value ($000) $9,244 Avg Close Range
Q1 2025
Shares 363,181 Value ($000) $8,949 Avg Close Range
Q4 2024
Shares 316,135 Value ($000) $7,706 Avg Close Range
Q3 2024
Shares 146,296 Value ($000) $7,258 Avg Close Range
Q4 2023
Shares 44,298 Value ($000) $2,143 Avg Close Range