MERIDIAN WEALTH PARTNERS, LLC – Schwab U.S. Large-Cap ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$44.65M
portfolio value
MERIDIAN WEALTH PARTNERS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +85.15% | 484.93K shares | 19.22M | $42.35 | 1.05M |
| Q2 2022 | share | Increase | +1.72% | 9.61K shares | -4.71M | $44.66 | 569.48K |
| Q1 2022 | share | Increase | +21.19% | 97.91K shares | 3.85M | $53.85 | 559.87K |
| Q4 2021 | share | Decrease | -0.26% | -593 shares | 2.19M | $114.22 | 230.98K |
| Q3 2021 | share | Decrease | -0.76% | -1.76K shares | -169K | $104.03 | 231.57K |
| Q2 2021 | share | Decrease | -1.64% | -3.88K shares | 1.47M | $103.64 | 233.34K |
| Q1 2021 | share | Decrease | -8.98% | -23.41K shares | -924K | $95.42 | 237.22K |
| Q4 2020 | share | Increase | +0.69% | 1.78K shares | 2.83M | $90.1 | 260.63K |
| Q3 2020 | share | Increase | +4.17% | 10.35K shares | 2.45M | $79.55 | 258.84K |
| Q2 2020 | share | Decrease | -0.40% | -987 shares | 3.13M | $72.65 | 248.49K |
| Q1 2020 | share | Decrease | -0.60% | -1.51K shares | -3.99M | $59.81 | 249.48K |
| Q4 2019 | share | Increase | 0.00% | 250.99K shares | 19.27M | $74.57 | 250.99K |