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Schwab Strategic Tr sht tm us tres shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth 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 Merriman Wealth Management 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $44M 921k 47.89
2019-03-31 $553k 11k 50.15
2018-12-31 $797k 16k 49.89
2018-09-30 $7.0M 140k 49.57
2018-06-30 $2.0M 39k 49.75
2018-03-31 $240k 4.8k 49.93
2017-09-30 $695k 14k 50.41
2017-06-30 $4.5M 90k 50.42
2017-03-31 $439k 8.7k 50.47
2016-12-31 $1.3M 25k 50.44
2016-09-30 $4.0M 79k 50.79
2016-06-30 $1.4M 28k 50.95
2015-09-30 $1.3M 25k 50.80
2014-09-30 $1.4M 28k 50.66
2014-06-30 $711k 14k 50.50