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

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 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 763,768 shares of SCHV stock, worth $22.1 Million. This represents 12.75% of its overall portfolio holdings.

Number of Shares
763,768
Previous 735,542 3.84%
Holding current value
$22.1 Million
Previous $21.4 Billion 5.62%
% of portfolio
12.75%
Previous 12.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$28.46 - $29.45 $803,311 - $831,255
28,226 Added 3.84%
763,768 $22.6 Billion
Q3 2025

Oct 14, 2025
BUY
$27.61 - $29.15 $1.11 Million - $1.17 Million
40,249 Added 5.79%
735,542 $21.4 Billion
Q2 2025

Jul 11, 2025
BUY
$23.55 - $27.67 $642,703 - $755,141
27,291 Added 4.09%
695,293 $19.2 Billion
Q1 2025

Apr 21, 2025
BUY
$25.77 - $27.6 $3.04 Million - $3.26 Million
118,031 Added 21.46%
668,002 $17.8 Billion
Q4 2024

Feb 07, 2025
BUY
$25.79 - $80.4 $14.2 Million - $44.2 Million
549,971 New
549,971 $14.3 Billion

Others Institutions Holding SCHV

# of Institutions
982
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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