MAI Capital Management
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1040197
INDEPENDENCE, OH
All Filings in FNDB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 FNDB | — | 18,763 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 FNDB | — | 18,744 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 FNDB | — | 18,744 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 FNDB | — | 12,693 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FNDB | — | 13,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FNDB | — | 13,249 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 FNDB | — | 13,390 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 FNDB | — | 13,380 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 FNDB | — | 13,369 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 FNDB | — | 13,361 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 FNDB | — | 13,351 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 FNDB | — | 13,340 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||