Schwab U S Small Cap ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.4M | 110k | 49.24 |
2023-12-31 | $4.5M | 95k | 47.24 |
2023-09-30 | $3.9M | 95k | 41.42 |
2023-06-30 | $4.3M | 97k | 43.80 |
2023-03-31 | $4.2M | 101k | 41.93 |
2022-12-31 | $4.7M | 117k | 40.51 |
2022-09-30 | $4.5M | 118k | 37.80 |
2022-06-30 | $4.9M | 126k | 38.99 |
2022-03-31 | $6.1M | 128k | 47.36 |
2021-12-31 | $6.6M | 64k | 102.40 |
2021-09-30 | $6.3M | 63k | 100.10 |
2021-06-30 | $6.9M | 66k | 104.18 |
2021-03-31 | $2.1M | 21k | 99.69 |
2020-12-31 | $2.2M | 24k | 89.02 |
2020-09-30 | $903k | 13k | 68.33 |
2020-06-30 | $1.1M | 16k | 65.36 |
2020-03-31 | $1.1M | 21k | 51.51 |
2019-12-31 | $2.0M | 27k | 75.63 |
2019-09-30 | $1.9M | 28k | 69.74 |
2019-06-30 | $2.0M | 27k | 71.49 |