Schwab Strategic Tr shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 103k | 26.17 |
| 2024-06-30 | $2.4M | 104k | 23.57 |
| 2024-03-31 | $1.9M | 78k | 24.26 |
| 2023-12-31 | $1.8M | 74k | 24.59 |
| 2023-09-30 | $1.6M | 71k | 23.00 |
| 2023-06-30 | $1.5M | 62k | 23.94 |
| 2023-03-31 | $755k | 32k | 23.63 |