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Disclosery

MAI Capital Management: SCHF position timeline

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

MAI Capital Management held 1,969,550 SCHF 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 1,969,550 shares
    Change vs previous 13F +61,751 shares

    0.21% of the 13F portfolio, value $54,556,528.

    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 1,907,799 shares
    Change vs previous 13F +6,249 shares

    0.27% of the 13F portfolio, value $47,218,038.

    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 1,901,550 shares
    Change vs previous 13F +23,120 shares

    0.26% of the 13F portfolio, value $45,713,274.

    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 1,878,430 shares
    Change vs previous 13F -22,965 shares

    0.27% of the 13F portfolio, value $43,729,841.

    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 1,901,395 shares
    Change vs previous 13F +233,428 shares

    0.29% of the 13F portfolio, value $42,020,832.

    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 1,667,967 shares
    Change vs previous 13F +36,647 shares

    0.25% of the 13F portfolio, value $32,992,397.

    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 1,631,320 shares
    Change vs previous 13F +1,004,974 shares

    0.22% of the 13F portfolio, value $30,179,429.

    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 626,346 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $25,755,360.

    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).