Meriwether Wealth & Planning, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 721,921 shares of SCHG stock, worth $23.3 Million. This represents 13.28% of its overall portfolio holdings.

Number of Shares
721,921
Previous 722,280 0.05%
Holding current value
$23.3 Million
Previous $23 Billion 2.17%
% of portfolio
13.28%
Previous 13.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$31.41 - $33.69 $11,276 - $12,094
-359 Reduced 0.05%
721,921 $23.5 Billion
Q3 2025

Oct 14, 2025
BUY
$28.92 - $32.19 $837,754 - $932,479
28,968 Added 4.18%
722,280 $23 Billion
Q2 2025

Jul 11, 2025
BUY
$22.27 - $29.21 $574,566 - $753,618
25,800 Added 3.87%
693,312 $20.3 Billion
Q1 2025

Apr 21, 2025
BUY
$24.91 - $29.02 $2.22 Million - $2.58 Million
89,026 Added 15.39%
667,512 $16.7 Billion
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $15 Million - $60.9 Million
578,486 New
578,486 $16.1 Billion

Others Institutions Holding SCHG

# of Institutions
1,694
Shares Held
857M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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