Meritage Portfolio Management Schwab Strategic Tr Us Small C Transaction History

Meritage Portfolio Management

  • $1.63 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$44.84 - $49.24 $2,914 - $3,200
-65 Reduced 1.21%
5,313 $262,000
Q4 2023

Feb 02, 2024
SELL
$38.13 - $48.02 $242,811 - $305,791
-6,368 Reduced 54.21%
5,378 $254,000
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $8,292 - $9,358
-203 Reduced 1.7%
11,746 $487,000
Q2 2023

Jul 31, 2023
SELL
$39.91 - $43.82 $8,620 - $9,465
-216 Reduced 1.78%
11,949 $523,000
Q1 2023

Apr 25, 2023
BUY
$39.82 - $46.36 $2,747 - $3,198
69 Added 0.57%
12,165 $510,000
Q2 2022

Jul 25, 2022
SELL
$37.88 - $48.01 $2,272 - $2,880
-60 Reduced 0.49%
12,096 $472,000
Q1 2022

Apr 25, 2022
BUY
$44.42 - $51.73 $269,984 - $314,414
6,078 Added 100.0%
12,156 $576,000
Q4 2021

Jan 28, 2022
SELL
$48.64 - $55.07 $85,655 - $96,978
-1,761 Reduced 22.46%
6,078 $622,000
Q3 2021

Oct 26, 2021
BUY
$48.3 - $52.49 $74,768 - $81,254
1,548 Added 24.61%
7,839 $785,000
Q2 2021

Jul 26, 2021
BUY
$48.39 - $52.91 $53,954 - $58,994
1,115 Added 21.54%
6,291 $655,000
Q1 2021

Apr 27, 2021
BUY
$43.89 - $52.63 $227,174 - $272,412
5,176 New
5,176 $516,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Meritage Portfolio Management Portfolio

Follow Meritage Portfolio Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritage Portfolio Management, based on Form 13F filings with the SEC.

News

Stay updated on Meritage Portfolio Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email