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Meridian Wealth Partners, LLC: SCHD position timeline

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

Meridian Wealth Partners, LLC held 35,975 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,975 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $1,140,768.

    13F-HR 0001951757-26-001239 filed by Meridian Wealth Partners, 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 35,966 shares
    Change vs previous 13F +434 shares

    0.15% of the 13F portfolio, value $1,103,438.

    13F-HR 0001951757-26-000860 filed by Meridian Wealth Partners, 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 35,532 shares
    Change vs previous 13F -13,806 shares

    0.13% of the 13F portfolio, value $974,644.

    13F-HR 0001951757-26-000430 filed by Meridian Wealth Partners, 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 49,338 shares
    Change vs previous 13F -18,624 shares

    0.19% of the 13F portfolio, value $1,346,932.

    13F-HR 0001951757-25-001412 filed by Meridian Wealth Partners, 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 67,962 shares
    Change vs previous 13F +2,143 shares

    0.26% of the 13F portfolio, value $1,800,997.

    13F-HR 0001951757-25-001074 filed by Meridian Wealth Partners, 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 65,819 shares
    Change vs previous 13F +5,270 shares

    0.29% of the 13F portfolio, value $1,840,304.

    13F-HR 0001951757-25-000551 filed by Meridian Wealth Partners, 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 60,549 shares
    Change vs previous 13F +39,257 shares

    0.25% of the 13F portfolio, value $1,654,203.

    13F-HR 0001951757-25-000237 filed by Meridian Wealth Partners, 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 21,292 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,799,833.

    13F-HR 0001951757-24-001190 filed by Meridian Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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