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MERITAGE PORTFOLIO MANAGEMENT: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERITAGE PORTFOLIO MANAGEMENT on SCHB, newest first. How the timeline and the estimate are built.

MERITAGE PORTFOLIO MANAGEMENT held 60,315 SCHB shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 60,315 shares
    Change vs previous 13F -1,809 shares

    0.1% of the 13F portfolio, value $1,582,068.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 62,124 shares
    Change vs previous 13F -4,825 shares

    0.11% of the 13F portfolio, value $1,597,213.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 66,949 shares
    Change vs previous 13F -16,162 shares

    0.1% of the 13F portfolio, value $1,595,399.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 83,111 shares
    Change vs previous 13F -11,896 shares

    0.12% of the 13F portfolio, value $1,789,384.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 95,007 shares
    Change vs previous 13F +62,338 shares

    0.13% of the 13F portfolio, value $2,156,663.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 32,669 shares
    Change vs previous 13F +9,570 shares

    0.13% of the 13F portfolio, value $2,173,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 23,099 shares
    Change vs previous 13F +2,819 shares

    0.09% of the 13F portfolio, value $1,452,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 20,280 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,238,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).