Mai Capital Management Schwab Strategic Tr 1000 Index Transaction History
Mai Capital Management
- $10.1 Billion
- Q3 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 55,390 shares of SCHK stock, worth $1.61 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
55,390
Previous 56,078
1.23%
Holding current value
$1.61 Million
Previous $2.93 Million
4.36%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
44.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio