Schwab U S Broad Market ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 1.1M | 25.71 |
| 2025-06-30 | $27M | 1.1M | 23.83 |
| 2025-03-31 | $22M | 1.0M | 21.53 |
| 2024-12-31 | $23M | 994k | 22.70 |
| 2024-09-30 | $5.6M | 84k | 66.52 |
| 2024-06-30 | $5.2M | 83k | 62.87 |
| 2024-03-31 | $5.1M | 83k | 61.05 |
| 2023-12-31 | $2.3M | 42k | 55.67 |
| 2023-09-30 | $2.1M | 42k | 49.85 |
| 2023-06-30 | $2.2M | 42k | 51.70 |
| 2023-03-31 | $1.9M | 39k | 47.85 |
| 2022-12-31 | $1.6M | 35k | 44.81 |
| 2022-06-30 | $274k | 6.2k | 44.24 |
| 2022-03-31 | $234k | 4.4k | 53.50 |
| 2021-12-31 | $232k | 2.1k | 113.01 |