Mai Capital Management Schwab Strategic Tr 1000 Index Transaction History
Mai Capital Management
- $9.87 Billion
- Q2 2024
A detailed history of Mai Capital Management transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Mai Capital Management holds 56,078 shares of SCHK stock, worth $3.07 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
56,078
Previous 56,855
1.37%
Holding current value
$3.07 Million
Previous $2.88 Million
1.88%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.32 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$200 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.5 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52 Million6.58% of portfolio