Meriwether Wealth & Planning, LLC's ownership history for SCHW

Meriwether Wealth & Planning, LLC currently holds 16.5K shares with a market value of $1.6M. It started holding SCHW on 2024-12-31. At its peak, it held 17.7K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 15.9K shares on 2024-12-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, Meriwether Wealth & Planning, LLC has decreased its shares by 815. In the recent year, Meriwether Wealth & Planning, LLC has increased its shares by 650.