Mai Capital Management Schwab Strategic U.S. Mid Cap Transaction History
Mai Capital Management
- $10.1 Billion
- Q3 2024
A detailed history of Mai Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mai Capital Management holds 87,624 shares of SCHM stock, worth $2.46 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
87,624
Previous 92,684
5.46%
Holding current value
$2.46 Million
Previous $7.21 Million
0.93%
% of portfolio
0.07%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio