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Meridian Financial Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Financial Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Meridian Financial Advisors, LLC held 333,910 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 333,910 shares
    Change vs previous 13F -2,287 shares

    5.08% of the 13F portfolio, value $10,862,106.

    13F-HR 0002032629-26-000007 filed by Meridian Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 336,197 shares
    Change vs previous 13F -3,229 shares

    5.12% of the 13F portfolio, value $10,660,800.

    13F-HR 0002032629-26-000003 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 339,426 shares
    Change vs previous 13F -9,675 shares

    5.69% of the 13F portfolio, value $10,413,586.

    13F-HR 0002032629-26-000002 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 349,101 shares
    Change vs previous 13F -13,693 shares

    5.21% of the 13F portfolio, value $9,575,851.

    13F-HR 0002032629-26-000001 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 362,794 shares
    Change vs previous 13F -1,437 shares

    5.58% of the 13F portfolio, value $9,904,268.

    13F-HR 0002032629-25-000009 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 364,231 shares
    Change vs previous 13F +1,856 shares

    6.25% of the 13F portfolio, value $9,652,126.

    13F-HR 0002032629-25-000005 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 362,375 shares
    Change vs previous 13F +3,848 shares

    7.11% of the 13F portfolio, value $10,132,015.

    13F-HR 0002032629-25-000004 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 358,527 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $9,794,959.

    13F-HR 0002032629-25-000003 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).