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Disclosery

MAI Capital Management: SCHH position timeline

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

MAI Capital Management held 72,486 SCHH 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 72,486 shares
    Change vs previous 13F +2,532 shares

    0.01% of the 13F portfolio, value $1,716,460.

    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 69,954 shares
    Change vs previous 13F -12,693 shares

    0.01% of the 13F portfolio, value $1,503,303.

    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 82,647 shares
    Change vs previous 13F -2,920 shares

    0.01% of the 13F portfolio, value $1,726,492.

    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 85,567 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $1,845,673.

    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 85,372 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $1,806,482.

    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 85,414 shares
    Change vs previous 13F -5,144 shares

    0.01% of the 13F portfolio, value $1,837,256.

    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 90,558 shares
    Change vs previous 13F +18,673 shares

    0.01% of the 13F portfolio, value $1,907,150.

    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 71,885 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,665,564.

    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).