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Meriwether Wealth & Planning’s Charles Schwab SCHW Stock Holding History

Meriwether Wealth & Planning’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Sell
17,321
-395
-2% -$36K 0.99% 18
2025
Q1 		$1.39M Buy
17,716
+1,860
+12% +$146K 0.9% 22
2024
Q4 		$1.17M Buy
+15,856
New +$1.17M 0.84% 24