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Schwab Strategic Tr intrm trm shares owned by Meridian Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Meridian Management from 13F filings

Historical chart of Meridian Management investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Meridian Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Meridian Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 65k 49.05
2023-12-31 $3.3M 67k 49.07
2023-09-30 $5.8M 121k 47.94
2023-06-30 $5.9M 120k 49.28
2023-03-31 $6.3M 124k 50.43
2022-12-31 $5.2M 107k 49.23

More positions owned by Meridian Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Wal-Mart Stores (WMT)
Corpay Com Shs
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)

View all positions for Meridian Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo

View all funds holding Schwab Strategic Tr intrm trm