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

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 2025

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 693,312 shares of SCHG stock, worth $21 Million. This represents 12.69% of its overall portfolio holdings.

Number of Shares
693,312
Previous 667,512 3.87%
Holding current value
$21 Million
Previous $16.7 Billion 21.16%
% of portfolio
12.69%
Previous 10.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$22.27 - $29.21 $574,566 - $753,618
25,800 Added 3.87%
693,312 $20.3 Billion
Q1 2025

Apr 21, 2025
BUY
$24.91 - $29.02 $2.22 Million - $2.58 Million
89,026 Added 15.39%
667,512 $16.7 Billion
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $15 Million - $60.9 Million
578,486 New
578,486 $16.1 Billion

Others Institutions Holding SCHG

# of Institutions
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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