SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 349,101 Value ($000) $9,576 Avg Close — Range —
Q3 2025
Shares 362,794 Value ($000) $9,904 Avg Close — Range —
Q2 2025
Shares 364,231 Value ($000) $9,652 Avg Close — Range —
Q1 2025
Shares 362,375 Value ($000) $10,132 Avg Close — Range —
Q4 2024
Shares 358,527 Value ($000) $9,795 Avg Close — Range —
Q3 2024
Shares 121,207 Value ($000) $10,246 Avg Close — Range —
Q2 2024
Shares 119,718 Value ($000) $9,309 Avg Close — Range —
Q1 2024
Shares 116,368 Value ($000) $9,383 Avg Close — Range —
Q4 2023
Shares 113,393 Value ($000) $8,633 Avg Close — Range —
Q3 2023
Shares 109,944 Value ($000) $7,780 Avg Close — Range —
Q2 2023
Shares 106,283 Value ($000) $7,718 Avg Close — Range —
Q1 2023
Shares 102,169 Value ($000) $7,475 Avg Close — Range —
Q4 2022
Shares 94,230 Value ($000) $7,118 Avg Close — Range —
Q3 2022
Shares 92,725 Value ($000) $6,160 Avg Close — Range —
Q2 2022
Shares 86,326 Value ($000) $6,184 Avg Close — Range —
Q1 2022
Shares 83,535 Value ($000) $6,590 Avg Close — Range —
Q4 2021
Shares 79,771 Value ($000) $6,448 Avg Close — Range —