Schwab Strategic Tr 0 shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $904k | 34k | 26.95 |
| 2025-06-30 | $932k | 35k | 26.68 |
| 2025-03-31 | $1.0M | 38k | 26.89 |
| 2024-12-31 | $1.2M | 46k | 25.83 |
| 2024-09-30 | $1.4M | 27k | 53.62 |
| 2024-06-30 | $1.6M | 31k | 52.01 |
| 2024-03-31 | $1.8M | 34k | 52.17 |
| 2023-12-31 | $2.2M | 42k | 52.19 |
| 2023-09-30 | $2.7M | 54k | 50.49 |
| 2023-06-30 | $3.1M | 59k | 52.43 |
| 2023-03-31 | $3.5M | 65k | 53.60 |
| 2022-12-31 | $4.8M | 92k | 51.79 |
| 2022-09-30 | $9.8M | 189k | 51.80 |
| 2022-06-30 | $11M | 197k | 55.80 |
| 2022-03-31 | $12M | 203k | 60.71 |
| 2021-12-31 | $13M | 199k | 62.89 |
| 2021-09-30 | $12M | 190k | 62.58 |
| 2021-06-30 | $12M | 186k | 62.51 |
| 2021-03-31 | $11M | 176k | 61.16 |
| 2020-12-31 | $11M | 173k | 62.08 |
More positions owned by Meritage Portfolio Management
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