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
2025 Q3	$1.65M	Sell
2025 Q2	$1.58M	Sell
2025 Q1	$1.39M	Buy
2024 Q4	$1.17M	Buy