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MERITAGE PORTFOLIO MANAGEMENT: SCHO position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 190,711 SCHO 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 190,711 shares
    Change vs previous 13F +4,459 shares

    0.31% of the 13F portfolio, value $4,647,627.

    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 186,252 shares
    Change vs previous 13F -4,865 shares

    0.3% of the 13F portfolio, value $4,544,549.

    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 191,117 shares
    Change vs previous 13F -308 shares

    0.29% of the 13F portfolio, value $4,659,432.

    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 191,425 shares
    Change vs previous 13F -12,802 shares

    0.31% of the 13F portfolio, value $4,659,285.

    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 204,227 shares
    Change vs previous 13F +107,200 shares

    0.3% of the 13F portfolio, value $4,913,702.

    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 97,027 shares
    Change vs previous 13F -2,371 shares

    0.29% of the 13F portfolio, value $4,752,000.

    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 99,398 shares
    Change vs previous 13F -2,554 shares

    0.3% of the 13F portfolio, value $4,784,000.

    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 101,952 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,915,000.

    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).