SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 8,590 Value ($000) $258 Avg Close Range
Q3 2025
Shares 8,235 Value ($000) $244 Avg Close Range
Q2 2025
Shares 7,846 Value ($000) $220 Avg Close Range
Q1 2025
Shares 7,734 Value ($000) $203 Avg Close Range
Q4 2024
Shares 7,656 Value ($000) $212 Avg Close Range