MAI Capital Management
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1040197
INDEPENDENCE, OH
All Filings in SCHQ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $4,997 | 159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHQ | $5,262 | 166 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SCHQ | $5,363 | 166 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SCHQ | $5,293 | 166 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SCHQ | $16,019 | 489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SCHQ | $15,369 | 489 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||