Meriwether Wealth & Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History

Meriwether Wealth & Planning, LLC

$160 Billion
Q2 2025

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 7,846 shares of SCHM stock, worth $228,397. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,846

Previous 7,734 1.45%

Holding current value

$228,397

Previous $203 Million 8.61%

% of portfolio

0.14%

Previous 0.13%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$22.92 - $28.05 $2,567 - $3,141	112 Added 1.45%	7,846 $220 Million
Q1 2025 Apr 21, 2025	BUY	$25.58 - $29.24 $1,995 - $2,280	78 Added 1.02%	7,734 $203 Million
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $210,846 - $635,754	7,656 New	7,656 $212 Million

Others Institutions Holding SCHM

# of Institutions

1,020

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Meriwether Wealth & Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History