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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
2024-09-30 $3.1M 55k 55.29
2024-06-30 $2.9M 56k 52.33
2024-03-31 $2.9M 57k 50.67

More positions owned by MAI Wealth Advisors

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

View all positions for MAI Wealth Advisors

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Armstrong Advisory Group
Waddell & Associates
Blake Schutter Theil Wealth Advisors
Colony
Main Street Financial Solutions
Bank of America Corporation
International Assets Investment Management
Mariner Wealth Advisors
Signature Estate and Investment Advisors
HBK Sorce Advisory
Cassady Schiller Wealth Management
Us Bancorp

View all funds holding Schwab 1000 Index Etf etf