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 $1.57 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
56,078
Previous 56,855
1.37%
Holding current value
$1.57 Million
Previous $2.88 Million
1.88%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio