MAI Capital Management's ownership history for SCHW

MAI Capital Management currently holds 148.8K shares with a market value of $14.0M. It started holding SCHW on 2024-09-30. At its peak, it held 148.8K shares on 2026-03-31. Its highest holding value was $14.1M on 2025-12-31. At its lowest, it held 127.6K shares on 2025-06-30, with a value of $9.1M on 2024-09-30. In the recent 180 days, MAI Capital Management has increased its shares by 15.4K. In the recent year, MAI Capital Management has increased its shares by 20.2K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $28.2K on 2024-12-31. At its peak, it held 10 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $74.0K on 2024-12-31. At its lowest, it held 3 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $23.5K on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its holdings by 0 contracts. In the recent year, MAI Capital Management has increased its holdings by 0 contracts.