SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Meridian Wealth Advisors, LLC's Holding History (CIK: 0001768095)

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

Q4 2025
Shares 22,818 Value ($000) $626 Avg Close Range
Q3 2025
Shares 17,163 Value ($000) $469 Avg Close Range
Q2 2025
Shares 17,163 Value ($000) $455 Avg Close Range
Q1 2025
Shares 17,163 Value ($000) $480 Avg Close Range
Q4 2024
Shares 17,163 Value ($000) $469 Avg Close Range
Q3 2024
Shares 5,721 Value ($000) $484 Avg Close Range
Q2 2024
Shares 5,721 Value ($000) $445 Avg Close Range
Q1 2024
Shares 3,491 Value ($000) $281 Avg Close Range
Q4 2023
Shares 3,491 Value ($000) $266 Avg Close Range
Q3 2023
Shares 3,524 Value ($000) $249 Avg Close Range
Q2 2023
Shares 3,491 Value ($000) $254 Avg Close Range
Q1 2023
Shares 3,491 Value ($000) $255 Avg Close Range
Q4 2022
Shares 3,491 Value ($000) $264 Avg Close Range
Q3 2022
Shares 3,491 Value ($000) $232 Avg Close Range
Q2 2022
Shares 3,491 Value ($000) $250 Avg Close Range
Q1 2022
Shares 3,491 Value ($000) $275 Avg Close Range
Q4 2021
Shares 3,491 Value ($000) $282 Avg Close Range
Q3 2021
Shares 3,623 Value ($000) $269 Avg Close Range
Q2 2021
Shares 3,491 Value ($000) $264 Avg Close Range
Q1 2021
Shares 3,491 Value ($000) $255 Avg Close Range
Q4 2020
Shares 3,491 Value ($000) $224 Avg Close Range
Q1 2020
Shares 5,191 Value ($000) $233 Avg Close Range
Q4 2019
Shares 3,491 Value ($000) $202 Avg Close Range
Q4 2018
Shares 3,206 Value ($000) $151 Avg Close Range