MERIDIAN INVESTMENT COUNSEL INC. SCHF — SCHWAB STRATEGIC TR

Ownership history in MERIDIAN INVESTMENT COUNSEL INC.  ·  6 quarters on record

AI Ownership Summary

MERIDIAN INVESTMENT COUNSEL INC. reported SCHWAB STRATEGIC TR (SCHF) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows SCHF at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERIDIAN INVESTMENT COUNSEL INC.'s position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHF was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHF stock page MERIDIAN INVESTMENT COUNSEL INC. fund profile MERIDIAN INVESTMENT COUNSEL INC. full holdings
How MERIDIAN INVESTMENT COUNSEL INC. held SCHF — position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 111,277 -1,425 -1.3% 0.66% $3.1M 2026-07-23 $27.08
2026 Q1 ADDED — — — 112,702 +7,506 +7.1% 0.66% $2.8M 2026-04-28 $26.00
2025 Q4 ADDED — — — 105,196 +255 +0.2% 0.61% $2.5M 2026-01-20 $24.62
2025 Q3 ADDED — — — 104,941 +2,206 +2.1% 0.60% $2.4M 2025-10-23 $22.97
2025 Q2 ADDED — — — 102,735 +4,741 +4.8% 0.62% $2.3M 2025-07-16 $21.20
2025 Q1 INITIATED — — — 97,994 — — 0.57% $1.9M 2025-04-29 $19.77

🏢 Other funds also holding SCHF

As of 2026 Q2 — sorted by position size

Persium Advisors, LLC 25.12% LCW Services, LLC 16.08% Sherwood Financial Partners, LLC 15.4% Evergreen Advisors, LLC 3Y 7Y 14.65% BUSH INVESTMENT GROUP, LLC 14.34% ZynergyRetirementPlanningLLC 13.92% Freestate Advisors LLC 3Y 7Y 12.3% KEYVANTAGE WEALTH, LLC 12.18% Empower Advisory Group, LLC 3Y 12.06% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 12.03%

FAQ About MERIDIAN INVESTMENT COUNSEL INC. and SCHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERIDIAN INVESTMENT COUNSEL INC. reported owning SCHF?

MERIDIAN INVESTMENT COUNSEL INC. reported SCHF across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SCHF position in MERIDIAN INVESTMENT COUNSEL INC.'s portfolio?

The largest reported portfolio weight for SCHF was 0.66% in 2026 Q1.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2026 Q2, when MERIDIAN INVESTMENT COUNSEL INC. reported 111,277 shares, equal to 0.66% of portfolio, with an estimated market value of $3.1M.

What does the chart on this SCHF ownership page compare?

The chart compares MERIDIAN INVESTMENT COUNSEL INC.'s quarterly SCHF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MERIDIAN INVESTMENT COUNSEL INC. time their SCHF position?

Based on 13F filing dates vs. subsequent SCHF price moves, MERIDIAN INVESTMENT COUNSEL INC. correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on SCHF relative to SPY over the holding period was +487.9%.

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