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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$244K	Buy
2025 Q2	$220K	Buy
2025 Q1	$203K	Buy
2024 Q4	$212K	Buy