Schwab Strategic Tr sht tm us tres shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 102k | 48.21 |
| 2023-12-31 | $5.2M | 108k | 48.45 |
| 2023-09-30 | $5.4M | 114k | 47.89 |
| 2023-06-30 | $5.4M | 112k | 48.06 |
| 2023-03-31 | $5.9M | 120k | 48.79 |
| 2022-12-31 | $6.3M | 131k | 48.24 |
| 2022-09-30 | $5.5M | 114k | 48.26 |
| 2022-06-30 | $4.9M | 99k | 49.19 |
| 2022-03-31 | $4.8M | 97k | 49.54 |
| 2021-12-31 | $7.9M | 155k | 50.85 |
| 2021-09-30 | $7.4M | 145k | 51.19 |
| 2021-06-30 | $6.1M | 119k | 51.22 |
| 2021-03-31 | $2.7M | 52k | 51.31 |
| 2020-12-31 | $1.6M | 31k | 51.38 |
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