SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 11,083 Value ($000) $259 Avg Close Range
Q3 2025
Shares 8,982 Value ($000) $211 Avg Close Range
Q4 2023
Shares 8,267 Value ($000) $385 Avg Close Range
Q3 2023
Shares 7,929 Value ($000) $351 Avg Close Range
Q2 2023
Shares 8,735 Value ($000) $403 Avg Close Range
Q1 2023
Shares 7,572 Value ($000) $355 Avg Close Range
Q4 2022
Shares 8,097 Value ($000) $370 Avg Close Range
Q3 2022
Shares 6,793 Value ($000) $308 Avg Close Range
Q2 2022
Shares 5,318 Value ($000) $255 Avg Close Range
Q1 2022
Shares 4,297 Value ($000) $217 Avg Close Range
Q4 2021
Shares 4,309 Value ($000) $232 Avg Close Range
Q3 2021
Shares 4,279 Value ($000) $232 Avg Close Range
Q2 2021
Shares 4,257 Value ($000) $232 Avg Close Range
Q1 2021
Shares 4,234 Value ($000) $228 Avg Close Range
Q4 2020
Shares 4,218 Value ($000) $236 Avg Close Range
Q3 2020
Shares 4,045 Value ($000) $226 Avg Close Range
Q2 2020
Shares 4,272 Value ($000) $240 Avg Close Range
Q1 2020
Shares 4,247 Value ($000) $230 Avg Close Range
Q2 2019
Shares 2,972 Value ($000) $1,575 Avg Close Range
Q2 2018
Shares 4,453 Value ($000) $225 Avg Close Range
Q1 2018
Shares 4,432 Value ($000) $226 Avg Close Range
Q4 2017
Shares 4,413 Value ($000) $229 Avg Close Range
Q3 2017
Shares 4,394 Value ($000) $230 Avg Close Range