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

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 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 45,145 shares of SCHD stock, worth $1.18 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
45,145
Previous 40,689 10.95%
Holding current value
$1.18 Million
Previous $1.11 Billion 13.55%
% of portfolio
0.82%
Previous 0.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,995
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
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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