Back to MAI Capital Management MAI Capital Management

SCHPSCHP
7 quarters

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

MAI Capital Management holds 11.5M shares of SCHP (SCHWAB STRATEGIC TR), worth $305.8M as of 2026-Q2. The position was increased (+1002x shares). SCHP represents 1.1% of MAI Capital Management's portfolio.

Current Value

$305.8M

Current Shares

11.5M

Total Value Change

+$305.6M

Total Shares Change

+11.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11.5M
+1002x
$305.8M1.1%$26.06
79
2026-Q1
Decreased
11,504
-49.9%
$306,1320.0%$26.87
0
2025-Q4
Increased
22,977
+5.2%
$608,6500.0%$26.54
26
2025-Q3
Increased
21,846
+268.0%
$588,7590.0%$26.50
39
2025-Q2
Decreased
5,936
-5.1%
$158,3720.0%$25.87
0
2025-Q1
Decreased
6,254
-6.1%
$168,1680.0%$25.74
0
2024-Q4
New
6,662
-
$172,0740.0%$24.81
31

Other major holders of SCHP: Steward Partners Investment Advisory, LLC, Empower Advisory Group, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used