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Meriwether Wealth & Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meriwether Wealth & Planning’s Portfolio SCHA Stock Details SCHA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.95M Buy
2025
Q4 		$5.58M Buy