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

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 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 695,293 shares of SCHV stock, worth $20.3 Million. This represents 12.06% of its overall portfolio holdings.

Number of Shares
695,293
Previous 668,002 4.09%
Holding current value
$20.3 Million
Previous $17.8 Billion 8.35%
% of portfolio
12.06%
Previous 11.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
965
Shares Held
342M
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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