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Disclosery

MAI Capital Management: SCHG position timeline

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

MAI Capital Management held 2,095,721 SCHG 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 2,095,721 shares
    Change vs previous 13F -9,837 shares

    0.27% of the 13F portfolio, value $70,919,207.

    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 2,105,558 shares
    Change vs previous 13F -136,624 shares

    0.35% of the 13F portfolio, value $61,334,895.

    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 2,242,182 shares
    Change vs previous 13F -16,117 shares

    0.42% of the 13F portfolio, value $73,139,987.

    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 2,258,299 shares
    Change vs previous 13F +6,299 shares

    0.45% of the 13F portfolio, value $72,062,309.

    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 2,252,000 shares
    Change vs previous 13F +952 shares

    0.46% of the 13F portfolio, value $65,780,932.

    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 2,251,048 shares
    Change vs previous 13F +13,612 shares

    0.43% of the 13F portfolio, value $56,366,255.

    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 2,237,436 shares
    Change vs previous 13F +1,718,463 shares

    0.46% of the 13F portfolio, value $62,357,355.

    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 518,973 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $54,066,637.

    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).