SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Meridian Wealth Partners, LLC's Holding History (CIK: 0001781942)

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

Q4 2025
Shares 15,376 Value ($000) $359 Avg Close Range
Q3 2025
Shares 16,481 Value ($000) $387 Avg Close Range
Q2 2025
Shares 29,132 Value ($000) $677 Avg Close Range
Q1 2025
Shares 29,737 Value ($000) $689 Avg Close Range
Q4 2024
Shares 29,622 Value ($000) $672 Avg Close Range
Q3 2024
Shares 14,798 Value ($000) $703 Avg Close Range
Q2 2024
Shares 14,904 Value ($000) $679 Avg Close Range
Q1 2024
Shares 15,028 Value ($000) $691 Avg Close Range
Q4 2023
Shares 15,201 Value ($000) $709 Avg Close Range
Q3 2023
Shares 15,860 Value ($000) $701 Avg Close Range
Q2 2023
Shares 15,941 Value ($000) $736 Avg Close Range
Q1 2023
Shares 21,890 Value ($000) $1,027 Avg Close Range
Q4 2022
Shares 21,650 Value ($000) $988 Avg Close Range
Q3 2022
Shares 21,771 Value ($000) $986 Avg Close Range
Q2 2022
Shares 21,684 Value ($000) $1,038 Avg Close Range
Q1 2022
Shares 21,599 Value ($000) $1,093 Avg Close Range
Q4 2021
Shares 21,291 Value ($000) $1,148 Avg Close Range
Q3 2021
Shares 20,386 Value ($000) $1,106 Avg Close Range
Q2 2021
Shares 18,955 Value ($000) $1,035 Avg Close Range
Q1 2021
Shares 12,820 Value ($000) $692 Avg Close Range
Q4 2020
Shares 12,788 Value ($000) $717 Avg Close Range
Q3 2020
Shares 10,862 Value ($000) $609 Avg Close Range
Q2 2020
Shares 8,370 Value ($000) $471 Avg Close Range
Q1 2020
Shares 7,159 Value ($000) $389 Avg Close Range
Q4 2019
Shares 5,899 Value ($000) $315 Avg Close Range