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Schwab Strategic Tr intrm trm shares owned by Meridian Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Meridian Management from 13F filings

Historical chart of Meridian Management investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Meridian Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Meridian Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 49k 50.60
2024-06-30 $2.6M 53k 48.77
2024-03-31 $3.2M 65k 49.05
2023-12-31 $3.3M 67k 49.07
2023-09-30 $5.8M 121k 47.94
2023-06-30 $5.9M 120k 49.28
2023-03-31 $6.3M 124k 50.43
2022-12-31 $5.2M 107k 49.23

More positions owned by Meridian Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Intl Eqty Factor (INTF)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Meta Platforms Cl A (META)
Corpay Com Shs (CPAY)

View all positions for Meridian Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm