Meriwether Wealth & Planning, LLC Schwab Strategic Tr Us Small C Transaction History
Meriwether Wealth & Planning, LLC
- $177 Billion
- Q4 2025
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 195,943 shares of SCHA stock, worth $5.37 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
195,943Holding current value
$5.37 Million% of portfolio
3.15%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,328Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
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Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
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Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
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Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio