MERIDIAN WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$4.59M
portfolio value
MERIDIAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.58% | -17.18K shares | -1M | $41.99 | 109.39K |
| Q2 2022 | share | Increase | +39.13% | 35.60K shares | 736K | $44.19 | 126.58K |
| Q1 2022 | share | Increase | +0.03% | 27 shares | -282K | $53.39 | 90.98K |
| Q4 2021 | share | Decrease | -1.03% | -475 shares | 367K | $113.36 | 45.47K |
| Q3 2021 | share | Increase | +2.23% | 1.00K shares | 86K | $103.86 | 45.95K |
| Q2 2021 | share | Increase | +0.15% | 69 shares | 347K | $103.94 | 44.95K |
| Q1 2021 | share | Decrease | -23.10% | -13.48K shares | -970K | $96.11 | 44.88K |
| Q4 2020 | share | Decrease | -0.42% | -245 shares | 643K | $90.16 | 58.36K |
| Q3 2020 | share | Decrease | -9.59% | -6.21K shares | -95K | $78.59 | 58.60K |
| Q2 2020 | share | Decrease | -14.23% | -10.75K shares | 195K | $72.04 | 64.82K |
| Q1 2020 | share | Decrease | -18.93% | -17.65K shares | -2.6M | $59.01 | 75.57K |
| Q4 2019 | share | Decrease | -0.24% | -223 shares | 530K | $74.64 | 93.23K |
| Q3 2019 | share | Decrease | -0.68% | -638 shares | 6.57M | $68.53 | 93.45K |
| Q2 2019 | share | Decrease | -0.36% | -337 shares | -6.35M | $67.74 | 94.09K |
| Q1 2019 | share | Decrease | -2.63% | -2.54K shares | 614K | $65.07 | 94.42K |
| Q4 2018 | share | Increase | +0.26% | 253 shares | -996K | $57.07 | 96.97K |
| Q3 2018 | share | Decrease | -3.41% | -3.41K shares | 200K | $66.69 | 96.72K |
| Q2 2018 | share | Increase | +0.40% | 400 shares | 246K | $62.24 | 100.13K |
| Q1 2018 | share | Decrease | -9.53% | -10.50K shares | -424K | $59.91 | 99.73K |
| Q4 2017 | share | Decrease | -1.39% | -1.55K shares | -28K | $60.35 | 110.23K |
| Q3 2017 | share | Decrease | -7.55% | -9.12K shares | -255K | $56.7 | 111.79K |
| Q2 2017 | share | Increase | +3.46% | 4.04K shares | 400K | $54.19 | 120.91K |
| Q1 2017 | share | Increase | +11.29% | 11.86K shares | 979K | $52.66 | 116.87K |
| Q4 2016 | share | Increase | 0.00% | 105.01K shares | 5.69M | $49.8 | 105.01K |