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Disclosery

MAI Capital Management: SCHD position timeline

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

MAI Capital Management held 2,289,163 SCHD 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 2,289,163 shares
    Change vs previous 13F -15,692 shares

    0.28% of the 13F portfolio, value $72,589,373.

    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 2,304,855 shares
    Change vs previous 13F +58,486 shares

    0.4% of the 13F portfolio, value $70,712,955.

    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 2,246,369 shares
    Change vs previous 13F +54,188 shares

    0.36% of the 13F portfolio, value $61,617,892.

    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 2,192,181 shares
    Change vs previous 13F +14,821 shares

    0.37% of the 13F portfolio, value $59,846,533.

    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 2,177,360 shares
    Change vs previous 13F +34,104 shares

    0.4% of the 13F portfolio, value $57,700,042.

    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 2,143,256 shares
    Change vs previous 13F +4,109 shares

    0.45% of the 13F portfolio, value $59,925,441.

    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 2,139,147 shares
    Change vs previous 13F +1,733,138 shares

    0.44% of the 13F portfolio, value $58,441,485.

    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 406,009 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $34,319,948.

    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).