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Meriwether Wealth & Planning »

Schwab Strategic Tr us dividend eq shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Meriwether Wealth & Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$695k	25k	27.30
2025-06-30	$937k	35k	26.50
2025-03-31	$1.3M	45k	27.96
2024-12-31	$1.1M	41k	27.32

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