SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2025
Shares 119,595 Value ($000) $3,254 Avg Close — Range —
Q3 2025
Shares 119,587 Value ($000) $3,145 Avg Close — Range —
Q2 2025
Shares 121,241 Value ($000) $2,975 Avg Close — Range —
Q1 2025
Shares 123,484 Value ($000) $2,915 Avg Close — Range —
Q4 2024
Shares 126,471 Value ($000) $2,995 Avg Close — Range —
Q3 2024
Shares 42,429 Value ($000) $3,045 Avg Close — Range —
Q4 2023
Shares 39,753 Value ($000) $2,462 Avg Close — Range —
Q3 2023
Shares 79,550 Value ($000) $4,452 Avg Close — Range —