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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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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