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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19.2M Buy
695,293
+27,291
+4% +$755K 12.06% 2
2025
Q1 		$17.8M Buy
668,002
+118,031
+21% +$3.14M 11.59% 1
2024
Q4 		$14.3M Buy
+549,971
New +$14.3M 10.21% 2