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Schwab U S Small Cap ETF shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.6M 196k 28.48

More positions owned by Meriwether Wealth & Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Exxon Mobil Corporation (XOM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPHY)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Meriwether Wealth & Planning

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers

View all funds holding Schwab U S Small Cap ETF