MAI Wealth Advisors »

Schneider Elect Sa-unsp shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Schneider Elect Sa-unsp (SBGSY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Schneider Elect Sa-unsp

Tip: Access up to 7 years of quarterly data

All positions including Schneider Elect Sa-unsp held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schneider Elect Sa-unsp by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 6.3k 40.16
2023-06-30 $210k 5.8k 36.32
2022-06-30 $535k 23k 23.60
2022-03-31 $764k 23k 33.79
2021-12-31 $254k 6.5k 39.19

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding Schneider Elect Sa-unsp

Boston Common Asset Management
Douglass Winthrop Advisors
Renaissance Group
Notis-McConarty Edward
Equitable Trust
Rhumbline Advisers
Page Arthur B
DB Fitzpatrick & Co
Rnc Capital Management
Bp Wealth Management
Pnc Financial Services
MAI Wealth Advisors
Tradition Wealth Management
GAMMA Investing
Paradigm Asset Management Company

View all funds holding Schneider Elect Sa-unsp