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Meridian Wealth Management, LLC: SCHD position timeline

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

Meridian Wealth Management, LLC held 136,105 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,105 shares
    Change vs previous 13F +3,850 shares

    0.13% of the 13F portfolio, value $4,315,892.

    13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, 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 132,255 shares
    Change vs previous 13F +6,350 shares

    0.14% of the 13F portfolio, value $4,057,599.

    13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, 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 125,905 shares
    Change vs previous 13F -129,349 shares

    0.12% of the 13F portfolio, value $3,453,573.

    13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, 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 255,254 shares
    Change vs previous 13F +13,589 shares

    0.27% of the 13F portfolio, value $6,968,435.

    13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, 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 241,665 shares
    Change vs previous 13F -28,885 shares

    0.27% of the 13F portfolio, value $6,404,129.

    13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, 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 270,550 shares
    Change vs previous 13F +10,992 shares

    0.37% of the 13F portfolio, value $7,564,585.

    13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, 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 259,558 shares
    Change vs previous 13F +174,715 shares

    0.34% of the 13F portfolio, value $7,091,123.

    13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, 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 84,843 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,171,782.

    13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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