Meriwether Wealth & Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 7,656 shares of SCHM stock, worth $205,640. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,656Holding current value
$205,640% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio