MWP
SCHW

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

Meriwether Wealth & Planning’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Buy
15,830
+184
+1% +$16.8K 0.72% 24
2026
Q1 		$1.47M Sell
15,646
-860
-5% -$84.3K 0.81% 23
2025
Q4 		$1.65M Sell
16,506
-743
-4% -$70.5K 0.93% 19
2025
Q3 		$1.65M Sell
17,249
-72
-0.4% -$6.83K 0.95% 17
2025
Q2 		$1.58M Sell
17,321
-395
-2% -$33.1K 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 +$1.19M 0.84% 24

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Meriwether Wealth & Planning's SCHW Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Charles Schwab (SCHW) stake by 1.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 15,830 shares worth $1.46M. The position accounts for 0.72% of the portfolio, ranked #24.

Meriwether Wealth & Planning first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Meriwether Wealth & Planning held 15,830 shares of Charles Schwab worth $1.46M as of Q2 2026.
  • Meriwether Wealth & Planning bought 184 Charles Schwab shares in Q2 2026, an estimated $16.8K.
  • Charles Schwab made up 0.72% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #24 holding.
  • Meriwether Wealth & Planning first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Charles Schwab position peaked at $1.65M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.