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Schwab Strategic Tr us lrg cap etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 278k 67.85
2024-06-30 $18M 286k 64.25
2024-03-31 $19M 306k 62.06
2023-12-31 $16M 286k 56.40
2023-09-30 $14M 283k 50.60
2023-06-30 $15M 291k 52.37
2023-03-31 $16M 331k 48.37
2022-12-31 $16M 344k 45.15
2022-09-30 $15M 351k 42.35
2022-06-30 $17M 374k 44.66
2022-03-31 $20M 371k 53.85
2021-12-31 $22M 192k 113.82
2021-09-30 $20M 193k 104.03
2021-06-30 $23M 221k 103.97
2021-03-31 $11M 117k 96.03
2020-12-31 $11M 122k 90.95
2020-09-30 $8.3M 103k 80.63
2020-06-30 $7.8M 105k 74.10
2020-03-31 $7.3M 119k 61.25
2019-12-31 $10M 136k 76.81
2019-09-30 $8.5M 120k 70.93
2019-06-30 $7.8M 111k 70.19