Schwab U S Small Cap ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 95k | 47.24 |
| 2023-09-30 | $3.9M | 95k | 41.42 |
| 2023-06-30 | $4.3M | 97k | 43.80 |
| 2023-03-31 | $4.2M | 101k | 41.93 |
| 2022-12-31 | $4.7M | 117k | 40.51 |
| 2022-09-30 | $4.5M | 118k | 37.80 |
| 2022-06-30 | $4.9M | 126k | 38.99 |
| 2022-03-31 | $6.1M | 128k | 47.36 |
| 2021-12-31 | $6.6M | 64k | 102.40 |
| 2021-09-30 | $6.3M | 63k | 100.10 |
| 2021-06-30 | $6.9M | 66k | 104.18 |
| 2021-03-31 | $2.1M | 21k | 99.69 |
| 2020-12-31 | $2.2M | 24k | 89.02 |
| 2020-09-30 | $903k | 13k | 68.33 |
| 2020-06-30 | $1.1M | 16k | 65.36 |
| 2020-03-31 | $1.1M | 21k | 51.51 |
| 2019-12-31 | $2.0M | 27k | 75.63 |
| 2019-09-30 | $1.9M | 28k | 69.74 |
| 2019-06-30 | $2.0M | 27k | 71.49 |