SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 520,155 Value ($000) $12,676 Avg Close — Range —
Q3 2025
Shares 498,390 Value ($000) $12,161 Avg Close — Range —
Q2 2025
Shares 470,193 Value ($000) $11,463 Avg Close — Range —
Q1 2025
Shares 447,392 Value ($000) $10,890 Avg Close — Range —
Q4 2024
Shares 449,114 Value ($000) $10,806 Avg Close — Range —
Q3 2024
Shares 214,561 Value ($000) $10,509 Avg Close — Range —
Q2 2024
Shares 191,642 Value ($000) $9,224 Avg Close — Range —
Q1 2024
Shares 184,634 Value ($000) $8,901 Avg Close — Range —
Q4 2023
Shares 344,667 Value ($000) $16,699 Avg Close — Range —
Q3 2023
Shares 344,685 Value ($000) $16,507 Avg Close — Range —
Q2 2023
Shares 326,978 Value ($000) $15,715 Avg Close — Range —
Q1 2023
Shares 304,197 Value ($000) $14,842 Avg Close — Range —
Q4 2022
Shares 297,323 Value ($000) $14,343 Avg Close — Range —
Q3 2022
Shares 293,186 Value ($000) $14,149 Avg Close — Range —
Q2 2022
Shares 323,793 Value ($000) $15,927 Avg Close — Range —
Q1 2022
Shares 562,540 Value ($000) $27,868 Avg Close — Range —
Q4 2021
Shares 289,334 Value ($000) $14,713 Avg Close — Range —
Q3 2021
Shares 283,069 Value ($000) $14,490 Avg Close — Range —
Q2 2021
Shares 273,618 Value ($000) $14,015 Avg Close — Range —
Q1 2021
Shares 260,439 Value ($000) $13,363 Avg Close — Range —
Q4 2020
Shares 238,929 Value ($000) $12,279 Avg Close — Range —
Q3 2020
Shares 609,157 Value ($000) $31,372 Avg Close — Range —
Q2 2020
Shares 597,606 Value ($000) $30,854 Avg Close — Range —
Q1 2020
Shares 571,622 Value ($000) $29,570 Avg Close — Range —
Q4 2019
Shares 498,027 Value ($000) $25,140 Avg Close — Range —