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Disclosery

MAI Capital Management: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on SCHA, newest first. How the timeline and the estimate are built.

MAI Capital Management held 486,058 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 486,058 shares
    Change vs previous 13F +25,028 shares

    0.07% of the 13F portfolio, value $17,561,269.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 461,030 shares
    Change vs previous 13F +7,020 shares

    0.08% of the 13F portfolio, value $13,406,750.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 454,010 shares
    Change vs previous 13F +20,367 shares

    0.07% of the 13F portfolio, value $12,930,206.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 433,643 shares
    Change vs previous 13F -4,120 shares

    0.08% of the 13F portfolio, value $12,098,648.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 437,763 shares
    Change vs previous 13F -11,659 shares

    0.08% of the 13F portfolio, value $11,075,407.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 449,422 shares
    Change vs previous 13F +3,520 shares

    0.08% of the 13F portfolio, value $10,529,959.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 445,902 shares
    Change vs previous 13F +341,964 shares

    0.09% of the 13F portfolio, value $11,531,021.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 103,938 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,352,790.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).