Schwab Strategic Tr cmn shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.9M | 29k | 64.46 |
| 2023-06-30 | $2.0M | 29k | 67.09 |
| 2023-03-31 | $1.8M | 28k | 65.58 |
| 2022-12-31 | $1.5M | 23k | 66.02 |
| 2022-09-30 | $2.6M | 45k | 58.51 |
| 2022-06-30 | $624k | 10k | 62.41 |
| 2022-03-31 | $788k | 11k | 71.39 |
| 2021-12-31 | $925k | 13k | 73.22 |
| 2021-09-30 | $864k | 13k | 67.45 |
| 2021-06-30 | $884k | 13k | 68.41 |
| 2021-03-31 | $1.2M | 18k | 65.25 |
| 2020-12-31 | $1.1M | 18k | 59.54 |
| 2020-09-30 | $1.1M | 22k | 52.20 |
| 2020-06-30 | $1.1M | 22k | 50.11 |
| 2020-03-31 | $2.7M | 62k | 44.28 |
| 2019-12-31 | $7.9M | 131k | 60.12 |
| 2019-09-30 | $7.6M | 133k | 56.73 |
| 2019-06-30 | $78M | 137k | 565.40 |
| 2019-03-31 | $1.2M | 22k | 54.76 |
More positions owned by Merriman Wealth Management
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