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Disclosery

MAI Capital Management: SCHC position timeline

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

MAI Capital Management held 35,971 SCHC 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 35,971 shares
    Change vs previous 13F +414 shares

    0.01% of the 13F portfolio, value $1,730,930.

    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 35,557 shares
    Change vs previous 13F -1,069 shares

    0.01% of the 13F portfolio, value $1,661,948.

    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 36,626 shares
    Change vs previous 13F -1,430 shares

    0.01% of the 13F portfolio, value $1,667,595.

    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 38,056 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $1,731,940.

    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 38,025 shares
    Change vs previous 13F +13,668 shares

    0.01% of the 13F portfolio, value $1,619,495.

    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 24,357 shares
    Change vs previous 13F -89 shares

    0.01% of the 13F portfolio, value $873,924.

    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 24,446 shares
    Change vs previous 13F +4,709 shares

    0.01% of the 13F portfolio, value $839,227.

    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 19,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $760,452.

    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).