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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Meridian Wealth Partners

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