MAI Capital Management
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1040197
INDEPENDENCE, OH
All Filings in SMBS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $155,855 | 6,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMBS | $152,586 | 5,943 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMBS | $9,898 | 385 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||