Schwab U S Small Cap ETF shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $262k | 5.3k | 49.31 |
| 2023-12-31 | $254k | 5.4k | 47.23 |
| 2023-09-30 | $487k | 12k | 41.46 |
| 2023-06-30 | $523k | 12k | 43.77 |
| 2023-03-31 | $510k | 12k | 41.92 |
| 2022-12-31 | $490k | 12k | 40.51 |
| 2022-09-30 | $457k | 12k | 37.78 |
| 2022-06-30 | $472k | 12k | 39.02 |
| 2022-03-31 | $576k | 12k | 47.38 |
| 2021-12-31 | $622k | 6.1k | 102.34 |
| 2021-09-30 | $785k | 7.8k | 100.14 |
| 2021-06-30 | $655k | 6.3k | 104.12 |
| 2021-03-31 | $516k | 5.2k | 99.69 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management