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Schwab Strategic Tr us dividend eq shares owned by Meritage Portfolio Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Meritage Portfolio Management from 13F filings

Historical chart of Meritage Portfolio Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $261k 9.5k 27.43

More positions owned by Meritage Portfolio Management

Apple Common (AAPL)
Alphabet Inc Cl A Common (GOOGL)
Microsoft Corp Common (MSFT)
Broadcom Common (AVGO)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Hsbc Holdings Common (HSBC)
Kla Corporation Common (KLAC)
Alibaba Group Holding Common (BABA)
Booking Holdings Common (BKNG)
Jp Morgan Chase & Co Common (JPM)
Regeneron Pharmaceuticals Common (REGN)
Asml Holding Nv Common (ASML)
Meta Platforms Common (META)
Johnson & Johnson Common (JNJ)

View all positions for Meritage Portfolio Management

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