Meriwether Wealth & Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meriwether Wealth & Planning’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.8M	Buy	689,650 +32,893	+5%	+$1.15M	11.18%	1
2026 Q2	$22.2M	Buy	656,757 +14,802	+2%	+$490K	11.02%	2
2026 Q1	$18.7M	Sell	641,955 -79,966	-11%	-$2.49M	10.24%	2
2025 Q4	$23.5M	Sell	721,921 -359	-0%	-$11.7K	13.28%	1
2025 Q3	$23M	Buy	722,280 +28,968	+4%	+$883K	13.35%	1
2025 Q2	$20.3M	Buy	693,312 +25,800	+4%	+$682K	12.69%	1
2025 Q1	$16.7M	Buy	667,512 +89,026	+15%	+$2.44M	10.91%	2
2024 Q4	$16.1M	Buy	+578,486	New	+$15.8M	11.48%	1

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's SCHG Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5% in Q3 2026, buying an estimated $1.15M and bringing the position to 689,650 shares worth $24.8M. The position accounts for 11.18% of the portfolio, ranked #1.

Meriwether Wealth & Planning first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. 408 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Meriwether Wealth & Planning held 689,650 shares of Schwab US Large-Cap Growth ETF worth $24.8M as of Q3 2026.
Meriwether Wealth & Planning bought 32,893 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.15M.
Schwab US Large-Cap Growth ETF made up 11.18% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #1 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
408 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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