Schwab Strategic Tr sht tm us tres shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management 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 Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 97k | 48.98 |
| 2024-06-30 | $4.8M | 99k | 48.13 |
| 2024-03-31 | $4.9M | 102k | 48.21 |
| 2023-12-31 | $5.2M | 108k | 48.45 |
| 2023-09-30 | $5.4M | 114k | 47.89 |
| 2023-06-30 | $5.4M | 112k | 48.06 |
| 2023-03-31 | $5.9M | 120k | 48.79 |
| 2022-12-31 | $6.3M | 131k | 48.24 |
| 2022-09-30 | $5.5M | 114k | 48.26 |
| 2022-06-30 | $4.9M | 99k | 49.19 |
| 2022-03-31 | $4.8M | 97k | 49.54 |
| 2021-12-31 | $7.9M | 155k | 50.85 |
| 2021-09-30 | $7.4M | 145k | 51.19 |
| 2021-06-30 | $6.1M | 119k | 51.22 |
| 2021-03-31 | $2.7M | 52k | 51.31 |
| 2020-12-31 | $1.6M | 31k | 51.38 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management
Top funds holding Schwab Strategic Tr sht tm us tres
View all funds holding Schwab Strategic Tr sht tm us tres