SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Meriwether Wealth & Planning, LLC's Holding History (CIK: 0002055554)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 763,768 Value ($000) $22,615 Avg Close — Range —
Q3 2025
Shares 735,542 Value ($000) $21,412 Avg Close — Range —
Q2 2025
Shares 695,293 Value ($000) $19,239 Avg Close — Range —
Q1 2025
Shares 668,002 Value ($000) $17,755 Avg Close — Range —
Q4 2024
Shares 549,971 Value ($000) $14,338 Avg Close — Range —