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Schwab U S Large Cap Growth ETF shares owned by Meritage Portfolio Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Meritage Portfolio Management from 13F filings

Historical chart of Meritage Portfolio Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF 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 U S Large Cap Growth ETF by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 91k 27.87
2024-09-30 $2.3M 22k 104.19
2024-06-30 $2.2M 22k 100.85
2024-03-31 $2.2M 24k 92.72
2023-12-31 $2.0M 24k 82.97
2023-09-30 $1.7M 24k 72.74
2023-06-30 $1.9M 25k 74.97
2023-03-31 $1.7M 26k 65.16
2022-12-31 $2.2M 39k 55.56
2022-09-30 $1.1M 21k 55.81
2022-06-30 $1.3M 22k 57.98
2022-03-31 $1.5M 20k 74.81
2021-12-31 $2.0M 12k 163.77
2021-09-30 $1.9M 13k 148.11
2021-06-30 $1.9M 13k 145.95
2021-03-31 $1.8M 14k 129.77
2020-12-31 $2.6M 20k 128.40
2020-09-30 $2.4M 21k 115.16
2020-06-30 $2.3M 22k 101.56
2020-03-31 $2.8M 35k 79.65
2019-12-31 $1.3M 14k 92.89
2019-09-30 $784k 9.3k 83.97
2019-06-30 $376k 4.5k 83.24
2019-03-31 $540k 6.8k 79.45
2018-12-31 $4.0M 58k 68.94
2018-06-30 $597k 7.9k 75.80
2018-03-31 $590k 8.2k 71.77
2017-12-31 $280k 4.0k 70.80
2017-09-30 $374k 5.7k 66.01
2016-12-31 $203k 3.6k 55.86

More positions owned by Meritage Portfolio Management

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Microsoft Corp Common (MSFT)
Alphabet Inc Cl A Common (GOOGL)
Broadcom Common (AVGO)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Fortinet Common (FTNT)
Exxon Mobil Corp Common (XOM)
Booking Holdings Common (BKNG)
Mastercard Common (MA)
Arista Networks Common
Williams-sonoma Common (WSM)
Meta Platforms Common (META)
Asml Holding Nv Common (ASML)
Novo-nordisk A S Common (NVO)

View all positions for Meritage Portfolio Management

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF