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Disclosery

MAI Capital Management: SCHB position timeline

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

MAI Capital Management held 1,267,030 SCHB 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 1,267,030 shares
    Change vs previous 13F +26,768 shares

    0.14% of the 13F portfolio, value $36,693,191.

    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 1,240,262 shares
    Change vs previous 13F +75,149 shares

    0.18% of the 13F portfolio, value $31,130,581.

    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 1,165,113 shares
    Change vs previous 13F +66,165 shares

    0.18% of the 13F portfolio, value $30,560,917.

    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 1,098,948 shares
    Change vs previous 13F -14,394 shares

    0.18% of the 13F portfolio, value $28,253,961.

    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 1,113,342 shares
    Change vs previous 13F +107,184 shares

    0.18% of the 13F portfolio, value $26,530,938.

    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 1,006,158 shares
    Change vs previous 13F +12,328 shares

    0.16% of the 13F portfolio, value $21,662,586.

    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 993,830 shares
    Change vs previous 13F +909,784 shares

    0.17% of the 13F portfolio, value $22,559,941.

    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 84,046 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,590,758.

    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).