Meriwether Wealth & Planning, LLC SCHV Holdings History
Meriwether Wealth & Planning, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 695,293.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $19.24 Mil. This investment constitutes 12.06% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.15% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. And since then Meriwether Wealth & Planning, LLC has made 2 purchases of SCHV, at an average price of $26.94, for a total of 695,293.00 shares. Based on historical transaction data and SCHV's current price of $28.02, Meriwether Wealth & Planning, LLC's estimated gain on his SCHV holdings is $745,444.08, reflecting a 3.98% gain to date.
Meriwether Wealth & Planning, LLC SCHV ($28.02) Holding Chart
Meriwether Wealth & Planning, LLC SCHV ($28.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
