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Charles Schwab Corporation shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 17k 95.47
2025-06-30 $1.6M 17k 91.24
2025-03-31 $1.4M 18k 78.28
2024-12-31 $1.2M 16k 74.01

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 Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation