Meriwether Wealth & Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 549,971 shares of SCHV stock, worth $15 Million. This represents 10.21% of its overall portfolio holdings.
Number of Shares
549,971Holding current value
$15 Million% of portfolio
10.21%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
854Shares Held
183MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$872 Million10.86% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$531 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$331 Million1.3% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio
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Avantax Planning Partners, Inc.9.93MShares$271 Million9.39% of portfolio