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SCHKSCHK
10 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in SCHWAB STRATEGIC TR

MAI Capital Management holds 109,552 shares of SCHK (SCHWAB STRATEGIC TR), worth $4M as of 2026-Q2. The position was increased. SCHK represents 0.0% of MAI Capital Management's portfolio.

Current Value

$4M

Current Shares

109,552

Total Value Change

+$1.1M

Total Shares Change

+52,697

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,552
0.0%
$4M0.0%$36.06
27
2026-Q1
Increased
109,549
+0.3%
$3.4M0.0%$32.77
26
2025-Q4
Decreased
109,220
-1.6%
$3.6M0.0%$33.06
0
2025-Q3
Unchanged
110,935
0.0%
$3.6M0.0%$31.91
0
2025-Q2
Unchanged
110,935
0.0%
$3.3M0.0%$29.50
0
2025-Q1
Unchanged
110,935
0.0%
$3M0.0%$26.53
0
2024-Q4
Increased
110,935
+100.3%
$3.1M0.0%$28.08
43
2024-Q3
Decreased
55,390
-1.2%
$3.1M0.0%$27.12
0
2024-Q2
Decreased
56,078
-1.4%
$2.9M0.0%$25.70
0
2024-Q1
New
56,855
-
$2.9M0.0%$24.80
36

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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