Schwab Strategic Tr us dividend eq shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 406k | 84.53 |
| 2024-06-30 | $31M | 400k | 77.76 |
| 2024-03-31 | $21M | 261k | 80.63 |
| 2023-12-31 | $19M | 246k | 76.13 |
| 2023-09-30 | $13M | 183k | 70.76 |
| 2023-06-30 | $7.4M | 102k | 72.62 |
| 2023-03-31 | $2.6M | 36k | 73.16 |
| 2022-12-31 | $2.3M | 31k | 75.54 |
| 2022-09-30 | $1.7M | 26k | 66.43 |
| 2022-06-30 | $1.3M | 17k | 71.65 |
| 2022-03-31 | $1.1M | 14k | 78.92 |
| 2021-12-31 | $1.1M | 13k | 80.82 |
| 2021-09-30 | $434k | 5.8k | 74.26 |
| 2021-06-30 | $318k | 4.2k | 75.73 |
| 2021-03-31 | $204k | 2.8k | 73.04 |
| 2020-12-31 | $236k | 3.7k | 64.15 |
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