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Schwab Strategic Tr us aggregate b shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 315k 23.37
2025-09-30 $6.7M 284k 23.47
2025-06-30 $1.4M 60k 23.24
2025-03-31 $1.4M 59k 23.16
2024-12-31 $1.3M 59k 22.70

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View all positions for MAI Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b