Schwab Strategic Tr cmn shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 39k | 26.07 |
| 2024-09-30 | $836k | 10k | 80.32 |
| 2024-06-30 | $761k | 10k | 74.09 |
| 2024-03-31 | $780k | 10k | 75.94 |
| 2023-12-31 | $1.0M | 15k | 70.07 |
| 2023-09-30 | $685k | 11k | 64.46 |
| 2023-06-30 | $799k | 12k | 67.05 |
| 2023-03-31 | $782k | 12k | 65.61 |
| 2022-12-31 | $828k | 13k | 65.99 |
| 2022-09-30 | $3.6M | 62k | 58.50 |
| 2022-06-30 | $743k | 12k | 62.41 |
| 2022-03-31 | $908k | 13k | 71.37 |
| 2021-12-31 | $944k | 13k | 73.26 |
| 2021-09-30 | $862k | 13k | 67.45 |
| 2021-06-30 | $781k | 11k | 68.35 |
| 2021-03-31 | $766k | 12k | 65.25 |
| 2020-12-31 | $749k | 13k | 59.57 |
| 2020-09-30 | $670k | 13k | 52.16 |
| 2020-06-30 | $649k | 13k | 50.15 |
| 2020-03-31 | $1.8M | 42k | 44.27 |
| 2019-12-31 | $592k | 9.8k | 60.16 |
| 2019-09-30 | $719k | 13k | 56.73 |
| 2019-06-30 | $747k | 13k | 56.14 |
| 2019-03-31 | $360k | 6.6k | 54.69 |
| 2018-12-31 | $2.2M | 45k | 49.28 |
| 2018-09-30 | $227k | 4.0k | 56.15 |
| 2018-06-30 | $294k | 5.5k | 53.06 |
More positions owned by Meritage Portfolio Management
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