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 $1.58 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
55,390
Previous 56,078
1.23%
Holding current value
$1.58 Million
Previous $2.93 Million
4.36%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio