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Meridian Wealth Management, LLC: SCHG position timeline

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

Meridian Wealth Management, LLC held 889,403 SCHG 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 889,403 shares
    Change vs previous 13F +13,130 shares

    0.93% of the 13F portfolio, value $30,097,395.

    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 876,273 shares
    Change vs previous 13F +22,271 shares

    0.91% of the 13F portfolio, value $25,525,822.

    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 854,002 shares
    Change vs previous 13F +26,337 shares

    0.98% of the 13F portfolio, value $27,857,532.

    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 827,665 shares
    Change vs previous 13F -26,259 shares

    1.01% of the 13F portfolio, value $26,410,792.

    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 853,924 shares
    Change vs previous 13F -42,401 shares

    1.06% of the 13F portfolio, value $24,943,110.

    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 896,325 shares
    Change vs previous 13F -70,816 shares

    1.09% of the 13F portfolio, value $22,443,968.

    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 967,141 shares
    Change vs previous 13F +730,665 shares

    1.28% of the 13F portfolio, value $26,954,223.

    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 236,476 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $24,636,040.

    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).