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Meredith Wealth Planning’s Schwab Core Bond ETF SCCR Stock Holding History

Meredith Wealth Planning’s Portfolio SCCR Stock Details SCCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$363K Buy
+14,922
New +$374K 0.09% 61

Other funds holding SCCR

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meredith Wealth Planning's SCCR Position: Q3 2026 in Review

Meredith Wealth Planning opened a new position in Schwab Core Bond ETF (SCCR) in Q3 2026: 14,922 shares worth $363K. The stake represents 0.09% of the portfolio and ranks #61 among its holdings.

5 funds tracked by Wall St. Rank hold SCCR as of Q3 2026.

  • Meredith Wealth Planning held 14,922 shares of Schwab Core Bond ETF worth $363K as of Q3 2026.
  • Schwab Core Bond ETF was a new Meredith Wealth Planning position in Q3 2026.
  • Schwab Core Bond ETF made up 0.09% of Meredith Wealth Planning's portfolio in Q3 2026, its #61 holding.
  • 5 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.