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Meriwether Wealth & Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meriwether Wealth & Planning’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$937K Sell
35,361
-9,784
-22% -$259K 0.59% 32
2025
Q1 		$1.26M Buy
45,145
+4,456
+11% +$125K 0.82% 25
2024
Q4 		$1.11M Buy
+40,689
New +$1.11M 0.79% 26