Schwab Strategic Tr cmn shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 322k | 80.37 |
| 2024-06-30 | $24M | 324k | 74.08 |
| 2024-03-31 | $24M | 322k | 75.98 |
| 2023-12-31 | $9.0M | 128k | 70.10 |
| 2023-09-30 | $9.3M | 145k | 64.46 |
| 2023-06-30 | $6.3M | 93k | 67.09 |
| 2023-03-31 | $6.2M | 94k | 65.58 |
| 2022-12-31 | $6.3M | 95k | 66.02 |
| 2022-09-30 | $5.6M | 96k | 58.51 |
| 2022-06-30 | $6.1M | 98k | 62.42 |
| 2022-03-31 | $7.0M | 98k | 71.39 |
| 2021-12-31 | $7.2M | 99k | 73.22 |
| 2021-09-30 | $6.9M | 102k | 67.48 |
| 2021-06-30 | $7.2M | 105k | 68.37 |
| 2021-03-31 | $239k | 3.7k | 65.23 |