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Schwab 1000 Index Etf etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Schwab 1000 Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab 1000 Index Etf etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 1000 Index Etf etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 57k 50.67

More positions owned by MAI Wealth Advisors

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

View all positions for MAI Wealth Advisors

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Armstrong Advisory Group
Waddell & Associates
Warwick Investment Management
Colony
Goldman Sachs Group
Bank of America Corporation
Main Street Financial Solutions
Mariner Wealth Advisors
Cedar Brook Financial Partners
HBK Sorce Advisory
Us Bancorp
Grubman Wealth Management
Schwab Charitable Fund

View all funds holding Schwab 1000 Index Etf etf