MERIDIAN WEALTH PARTNERS, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$14.14M
portfolio value
MERIDIAN WEALTH PARTNERS, LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.45% | -30.60K shares | -1.77M | $48.26 | 293.18K |
| Q2 2022 | share | Decrease | -42.44% | -238.74K shares | -11.94M | $49.19 | 323.79K |
| Q1 2022 | share | Increase | +94.43% | 273.20K shares | 13.15M | $49.54 | 562.54K |
| Q4 2021 | share | Increase | +2.21% | 6.26K shares | 223K | $50.85 | 289.33K |
| Q3 2021 | share | Increase | +3.45% | 9.45K shares | 475K | $51.15 | 283.06K |
| Q2 2021 | share | Increase | +5.06% | 13.17K shares | 652K | $51.13 | 273.61K |
| Q1 2021 | share | Increase | +9.00% | 21.51K shares | 1.08M | $51.17 | 260.43K |
| Q4 2020 | share | Decrease | -60.78% | -370.22K shares | -19.09M | $51.19 | 238.92K |
| Q3 2020 | share | Increase | +1.93% | 11.55K shares | 518K | $51.16 | 609.15K |
| Q2 2020 | share | Increase | +4.55% | 25.98K shares | 1.28M | $51.14 | 597.60K |
| Q1 2020 | share | Increase | +14.78% | 73.59K shares | 4.43M | $51.04 | 571.62K |
| Q4 2019 | share | Increase | 0.00% | 498.02K shares | 25.14M | $49.65 | 498.02K |