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SCHD
Showing 8 of 22 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.3M
+2.6%
$70.7M0.4%$31.59
36
2025-Q4
Increased
2.2M
+2.5%
$61.6M0.4%$27.63
36
2025-Q3
Increased
2.2M
+0.7%
$59.8M0.4%$26.83
35
2025-Q2
Increased
2.2M
+1.6%
$57.7M0.4%$25.87
36
2025-Q1
Increased
2.1M
+0.2%
$59.9M0.5%$26.78
35
2024-Q4
Increased
2.1M
+426.9%
$58.4M0.4%$26.20
57
2024-Q3
Increased
406,009
+1.5%
$34.3M0.3%$26.78
35
2024-Q2
Increased
400,046
+53.5%
$31.1M0.3%$24.49
48

Other major holders of SCHD: Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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