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

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 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 8,235 shares of SCHM stock, worth $240,132. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,235
Previous 7,846 4.96%
Holding current value
$240,132
Previous $220 Million 10.91%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$28.15 - $30.13 $10,950 - $11,720
389 Added 4.96%
8,235 $244 Million
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
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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