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Meridian Wealth Management, LLC: SCHV position timeline

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

Meridian Wealth Management, LLC held 177,315 SCHV 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 177,315 shares
    Change vs previous 13F +4,071 shares

    0.19% of the 13F portfolio, value $6,172,329.

    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 173,244 shares
    Change vs previous 13F +1,505 shares

    0.19% of the 13F portfolio, value $5,283,939.

    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 171,739 shares
    Change vs previous 13F +7,931 shares

    0.18% of the 13F portfolio, value $5,085,186.

    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 163,808 shares
    Change vs previous 13F -172 shares

    0.18% of the 13F portfolio, value $4,768,455.

    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 163,980 shares
    Change vs previous 13F -4,864 shares

    0.19% of the 13F portfolio, value $4,537,318.

    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 168,844 shares
    Change vs previous 13F +5,397 shares

    0.22% of the 13F portfolio, value $4,487,860.

    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 163,447 shares
    Change vs previous 13F +106,955 shares

    0.2% of the 13F portfolio, value $4,261,060.

    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 56,492 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,540,227.

    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).