Schwab Strategic Tr sht tm us tres shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in Schwab Strategic Tr sht tm us tres
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All positions including Schwab Strategic Tr sht tm us tres held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $9.2M | 192k | 48.13 |
2024-03-31 | $8.9M | 185k | 48.21 |
2023-09-30 | $17M | 345k | 47.89 |
2023-06-30 | $16M | 327k | 48.06 |
2023-03-31 | $15M | 304k | 48.79 |
2022-12-31 | $14M | 297k | 48.24 |
2022-09-30 | $14M | 293k | 48.26 |
2022-06-30 | $16M | 324k | 49.19 |
2022-03-31 | $28M | 563k | 49.54 |
2021-12-31 | $15M | 289k | 50.85 |
2021-09-30 | $15M | 283k | 51.19 |
2021-06-30 | $14M | 274k | 51.22 |
2021-03-31 | $13M | 260k | 51.31 |
2020-12-31 | $12M | 239k | 51.39 |
2020-09-30 | $31M | 609k | 51.50 |
2020-06-30 | $31M | 598k | 51.63 |
2020-03-31 | $30M | 572k | 51.73 |
2019-12-31 | $25M | 498k | 50.48 |
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