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MERITAGE PORTFOLIO MANAGEMENT: SCHG position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 22,753 SCHG 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 22,753 shares
    Change vs previous 13F +3,129 shares

    0.05% of the 13F portfolio, value $742,212.

    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 19,624 shares
    Change vs previous 13F -731,150 shares

    0.04% of the 13F portfolio, value $626,191.

    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 750,774 shares
    Change vs previous 13F +665,324 shares

    1.39% of the 13F portfolio, value $21,930,113.

    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 85,450 shares
    Change vs previous 13F -5,148 shares

    0.14% of the 13F portfolio, value $2,139,658.

    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 90,598 shares
    Change vs previous 13F +68,446 shares

    0.16% of the 13F portfolio, value $2,524,960.

    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 22,152 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $2,308,000.

    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 22,151 shares
    Change vs previous 13F -1,425 shares

    0.14% of the 13F portfolio, value $2,234,000.

    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 23,576 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,186,000.

    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).