Position history for MAI Capital Management's holdings in SCHWAB STRATEGIC TR
MAI Capital Management holds 2.3M shares of SCHD (SCHWAB STRATEGIC TR), worth $70.7M as of 2026-Q1. The position was increased (+2.6% shares). SCHD represents 0.4% of MAI Capital Management's portfolio.
Current Value
$70.7M
Current Shares
2.3M
Total Value Change
+$39.6M
Total Shares Change
+1.9M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 2.3M |
+2.6% |
| $70.7M |
| 0.4% |
| $31.59 |
36 |
| 2025-Q4 | Increased | 2.2M | +2.5% | $61.6M | 0.4% | $27.63 | 36 |
| 2025-Q3 | Increased | 2.2M | +0.7% | $59.8M | 0.4% | $26.83 | 35 |
| 2025-Q2 | Increased | 2.2M | +1.6% | $57.7M | 0.4% | $25.87 | 36 |
| 2025-Q1 | Increased | 2.1M | +0.2% | $59.9M | 0.5% | $26.78 | 35 |
| 2024-Q4 | Increased | 2.1M | +426.9% | $58.4M | 0.4% | $26.20 | 57 |
| 2024-Q3 | Increased | 406,009 | +1.5% | $34.3M | 0.3% | $26.78 | 35 |
| 2024-Q2 | Increased | 400,046 | +53.5% | $31.1M | 0.3% | $24.49 | 48 |