Meriwether Wealth & Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.3M	Buy	699,619 +28,615	+4%	+$984K	10.52%	2
2026 Q2	$23.4M	Buy	671,004 +14,978	+2%	+$493K	11.58%	1
2026 Q1	$20M	Sell	656,026 -107,742	-14%	-$3.36M	10.96%	1
2025 Q4	$22.6M	Buy	763,768 +28,226	+4%	+$825K	12.75%	2
2025 Q3	$21.4M	Buy	735,542 +40,249	+6%	+$1.14M	12.41%	2
2025 Q2	$19.2M	Buy	695,293 +27,291	+4%	+$717K	12.06%	2
2025 Q1	$17.8M	Buy	668,002 +118,031	+21%	+$3.17M	11.59%	1
2024 Q4	$14.3M	Buy	+549,971	New	+$14.8M	10.21%	2

Other funds holding SCHV

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

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

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

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

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HWM

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

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

Meriwether Wealth & Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.3% in Q3 2026, buying an estimated $984K and bringing the position to 699,619 shares worth $23.3M. The position accounts for 10.52% of the portfolio, ranked #2.

Meriwether Wealth & Planning first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.4M in Q2 2026. 217 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Meriwether Wealth & Planning held 699,619 shares of Schwab US Large-Cap Value ETF worth $23.3M as of Q3 2026.
Meriwether Wealth & Planning bought 28,615 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $984K.
Schwab US Large-Cap Value ETF made up 10.52% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #2 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Schwab US Large-Cap Value ETF position peaked at $23.4M in Q2 2026.
217 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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