Meriwether Wealth & Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 2025

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 25,449 shares of SCHD stock, worth $693,230. This represents 0.4% of its overall portfolio holdings.

Number of Shares
25,449
Previous 35,361 28.03%
Holding current value
$693,230
Previous $937 Million 25.86%
% of portfolio
0.4%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$26.38 - $27.95 $261,478 - $277,040
-9,912 Reduced 28.03%
25,449 $695 Million
Q2 2025

Jul 11, 2025
SELL
$24.32 - $27.87 $237,946 - $272,680
-9,784 Reduced 21.67%
35,361 $937 Million
Q1 2025

Apr 21, 2025
BUY
$27.01 - $28.54 $120,356 - $127,174
4,456 Added 10.95%
45,145 $1.26 Billion
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $1.1 Million - $3.46 Million
40,689 New
40,689 $1.11 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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