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Meridian Wealth Advisors, LLC: SCHD position timeline

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

Meridian Wealth Advisors, LLC held 22,818 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,818 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $723,559.

    13F-HR 0001951757-26-001265 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 22,818 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $700,056.

    13F-HR 0001951757-26-000818 filed by Meridian Wealth 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 ended2025-12-31
    13F 22,818 shares
    Change vs previous 13F +5,655 shares

    0.09% of the 13F portfolio, value $625,898.

    13F-HR 0001951757-26-000470 filed by Meridian Wealth 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 ended2025-09-30
    13F 17,163 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $468,550.

    13F-HR 0001951757-25-001394 filed by Meridian Wealth 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 ended2025-06-30
    13F 17,163 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $454,820.

    13F-HR 0001951757-25-001066 filed by Meridian Wealth 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 ended2025-03-31
    13F 17,163 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $479,877.

    13F-HR 0001951757-25-000506 filed by Meridian Wealth 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 ended2024-12-31
    13F 17,163 shares
    Change vs previous 13F +11,442 shares

    0.08% of the 13F portfolio, value $468,893.

    13F-HR 0001951757-25-000238 filed by Meridian Wealth 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 ended2024-09-30
    13F 5,721 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $483,597.

    13F-HR 0001951757-24-001117 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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