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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.4M Buy
2025
Q2
$19.2M Buy
2025
Q1
$17.8M Buy
2024
Q4
$14.3M Buy