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Meridian Wealth Management, LLC: SCHX position timeline

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

Meridian Wealth Management, LLC held 156,349 SCHX 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 156,349 shares
    Change vs previous 13F +5,695 shares

    0.14% of the 13F portfolio, value $4,601,355.

    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 150,654 shares
    Change vs previous 13F -1,519 shares

    0.14% of the 13F portfolio, value $3,862,776.

    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 152,173 shares
    Change vs previous 13F -318 shares

    0.14% of the 13F portfolio, value $4,094,979.

    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 152,491 shares
    Change vs previous 13F -4,307 shares

    0.15% of the 13F portfolio, value $4,016,607.

    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 156,798 shares
    Change vs previous 13F +5,614 shares

    0.16% of the 13F portfolio, value $3,832,154.

    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 151,184 shares
    Change vs previous 13F -18,101 shares

    0.16% of the 13F portfolio, value $3,338,140.

    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 169,285 shares
    Change vs previous 13F +110,480 shares

    0.19% of the 13F portfolio, value $3,924,025.

    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 58,805 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,989,906.

    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).