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Schwab Strategic Tr us dividend eq shares owned by Meridian Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Meridian Management from 13F filings

Historical chart of Meridian Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Meridian Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Meridian Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $919k 11k 80.63
2023-12-31 $873k 11k 76.79
2023-09-30 $1.0M 15k 70.76
2023-06-30 $1.1M 16k 72.62
2023-03-31 $1.1M 15k 73.16

More positions owned by Meridian Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Wal-Mart Stores (WMT)
Corpay Com Shs
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)

View all positions for Meridian Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq