Schwab Strategic Tr intrm trm shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Schwab Strategic Tr intrm trm
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All positions including Schwab Strategic Tr intrm trm held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.3M | 45k | 50.60 |
2024-06-30 | $2.4M | 50k | 48.77 |
2024-03-31 | $2.4M | 49k | 49.04 |
2023-12-31 | $2.6M | 53k | 49.72 |
2023-09-30 | $1.9M | 41k | 47.95 |
2023-06-30 | $1.9M | 38k | 49.29 |
2023-03-31 | $1.5M | 30k | 50.45 |
2022-12-31 | $1.9M | 39k | 49.24 |
2022-09-30 | $1.8M | 37k | 49.14 |
2022-06-30 | $1.8M | 35k | 51.60 |
2022-03-31 | $2.0M | 38k | 53.24 |
2021-12-31 | $1.7M | 30k | 56.12 |
2021-09-30 | $1.3M | 23k | 56.73 |
2021-06-30 | $1.1M | 19k | 56.88 |
2021-03-31 | $811k | 14k | 56.40 |
2020-12-31 | $805k | 14k | 58.25 |
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