Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
SCHW holding history
Schwab Charles Corp in every 13F filed by Meriwether Wealth & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,830
- Value
- $1.46M
- % of portfolio
- 0.7%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,830 | $1.46M | 0.7% | +184+1.2% | Added | Holders |
| Q1 2026 | 15,646 | $1.47M | 0.8% | −860−5.2% | Reduced | Holders |
| Q4 2025 | 16,506 | $1.65M | 0.9% | −743−4.3% | Reduced | Holders |
| Q3 2025 | 17,249 | $1.65M | 1.0% | −72−0.4% | Reduced | Holders |
| Q2 2025 | 17,321 | $1.58M | 1.0% | −395−2.2% | Reduced | Holders |
| Q1 2025 | 17,716 | $1.39M | 0.9% | +1,860+11.7% | Added | Holders |
| Q4 2024 | 15,856 | $1.17M | 0.8% | – | No prior filing | Holders |