Meriwether Wealth & Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 7,656 shares of SCHM stock, worth $219,497. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,656Holding current value
$219,497% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
989Shares Held
186MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.7 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$289 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$217 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$214 Million2.94% of portfolio