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 Q3	$1.53M	Sell	15,685 -145	-0.9%	-$15.3K	0.69%	23
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Meriwether Wealth & Planning's SCHW Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Charles Schwab (SCHW) stake by 0.92% in Q3 2026, selling an estimated $15.3K and leaving 15,685 shares worth $1.53M. The position accounts for 0.69% of the portfolio, ranked #23.

Meriwether Wealth & Planning first reported a position in SCHW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2025. 441 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Meriwether Wealth & Planning held 15,685 shares of Charles Schwab worth $1.53M as of Q3 2026.
Meriwether Wealth & Planning sold 145 Charles Schwab shares in Q3 2026, an estimated $15.3K.
Charles Schwab made up 0.69% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #23 holding.
Meriwether Wealth & Planning first reported a position in Charles Schwab in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Charles Schwab position peaked at $1.65M in Q4 2025.
441 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.