Meriwether Wealth & Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 40,689 shares of SCHD stock, worth $1.16 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
40,689Holding current value
$1.16 Million% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio