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Schwab Strategic Tr cmn shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 cmn by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 736k 29.11
2025-06-30 $19M 695k 27.67
2025-03-31 $18M 668k 26.58
2024-12-31 $14M 550k 26.07

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)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Series Trust Portfli High Yld (SPHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Meriwether Wealth & Planning

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn