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

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 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 21,897 shares of SCHD stock, worth $596,474. This represents 0.34% of its overall portfolio holdings.

Number of Shares
21,897
Previous 25,449 13.96%
Holding current value
$596,474
Previous $695 Million 13.55%
% of portfolio
0.34%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$26.44 - $27.53 $93,914 - $97,786
-3,552 Reduced 13.96%
21,897 $601 Million
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
2,061
Shares Held
866M
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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