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Meriwether Wealth & Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Meriwether Wealth & Planning’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
7,846
+112
+1% +$3.14K 0.14% 116
2025
Q1 		$203K Buy
7,734
+78
+1% +$2.04K 0.13% 119
2024
Q4 		$212K Buy
+7,656
New +$212K 0.15% 109