Position history for MAI Capital Management's holdings in SCHWAB STRATEGIC TR
MAI Capital Management holds 2.2M shares of SCHG (SCHWAB STRATEGIC TR), worth $73.1M as of 2025-Q4. The position was decreased (-0.7% shares). SCHG represents 0.4% of MAI Capital Management's portfolio.
Current Value
$73.1M
Current Shares
2.2M
Total Value Change
+$20.9M
Total Shares Change
+1.7M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Decreased |
| 2.2M |
-0.7% |
| $73.1M |
| 0.4% |
| $32.88 |
0 |
| 2025-Q3 | Increased | 2.3M | +0.3% | $72.1M | 0.4% | $31.75 | 35 |
| 2025-Q2 | Increased | 2.3M | +0.0% | $65.8M | 0.5% | $28.96 | 35 |
| 2025-Q1 | Increased | 2.3M | +0.6% | $56.4M | 0.4% | $24.95 | 35 |
| 2024-Q4 | Increased | 2.2M | +331.1% | $62.4M | 0.5% | $28.03 | 57 |
| 2024-Q3 | Increased | 518,973 | +0.1% | $54.1M | 0.5% | $25.78 | 41 |
| 2024-Q2 | Increased | 518,423 | +3.3% | $52.3M | 0.5% | $25.06 | 43 |