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

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 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 667,512 shares of SCHG stock, worth $18.4 Million. This represents 10.91% of its overall portfolio holdings.

Number of Shares
667,512
Previous 578,486 15.39%
Holding current value
$18.4 Million
Previous $16.1 Billion 3.67%
% of portfolio
10.91%
Previous 11.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,498
Shares Held
739M
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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