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MERITAGE PORTFOLIO MANAGEMENT: SCHP position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 29,002 SCHP 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 29,002 shares
    Change vs previous 13F -4,522 shares

    0.05% of the 13F portfolio, value $768,263.

    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 33,524 shares
    Change vs previous 13F -1,416 shares

    0.06% of the 13F portfolio, value $903,472.

    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 34,940 shares
    Change vs previous 13F -2,629 shares

    0.06% of the 13F portfolio, value $932,199.

    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 37,569 shares
    Change vs previous 13F -8,196 shares

    0.07% of the 13F portfolio, value $1,010,230.

    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 45,765 shares
    Change vs previous 13F +19,003 shares

    0.07% of the 13F portfolio, value $1,182,110.

    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 26,762 shares
    Change vs previous 13F -4,099 shares

    0.09% of the 13F portfolio, value $1,435,000.

    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 30,861 shares
    Change vs previous 13F -2,762 shares

    0.1% of the 13F portfolio, value $1,605,000.

    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 33,623 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,754,000.

    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).