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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.3M Buy
693,312
+25,800
+4% +$754K 12.69% 1
2025
Q1 		$16.7M Buy
667,512
+89,026
+15% +$2.23M 10.91% 2
2024
Q4 		$16.1M Buy
+578,486
New +$16.1M 11.48% 1